Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Joseph Shanahan

J.v.b. Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Joseph Shanahan

Patrick Shanahan is a registered representative with J.v.b. Financial Group, LLC. Patrick has been in the industry since March 31, 2021. Patrick is licensed to sell securities in Florida and New York. Patrick has passed the Series 7, SIE and Series 63 exams.

Firm Information

Patrick Shanahan is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Shanahan’s Registration & Firm History

FL

04/01/2021 - Present

J.v.b. Financial Group, LLC (BOCA RATON FL)

Not sure if Patrick Joseph Shanahan is right for you?

Licenses & Designations

BC

Issued 04/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Patrick Joseph Shanahan.
Not sure if Patrick Joseph Shanahan is right for you?