Unclaimed
Patrick Ryan is a financial professional with over 20 years of experience in the industry. He is a registered representative and holds a Series 7, 24, 27, 63, 79, and SIE license, and is currently employed at Deloitte Corporate Finance LLC. Previously, Patrick was a registered representative at MCCOLL PARTNERS, LLC. Patrick is registered with the state of North Carolina and holds a Series 63 registration. Patrick is an experienced and knowledgeable financial advisor who can help clients meet their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NC
06/19/2013 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
NC
10/16/2003 - 08/19/2013
MCCOLL PARTNERS, LLC (CHARLOTTE NC)
BC
Issued 03/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2003
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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