Unclaimed
Patrick Kavanah is a financial professional with over 13 years of experience in the industry. Patrick is currently registered with Nylife Securities LLC, a firm based in New York, NY. Patrick holds the Series 6, Series 63, and SIE licenses. Prior to joining Nylife Securities LLC, Patrick worked with NYLIFE DISTRIBUTORS LLC, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP.
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.
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2
NY
05/29/2024 - Present
Nylife Securities LLC (NEW YORK NY)
NY
06/14/2013 - 05/30/2024
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NY
10/01/2012 - 04/26/2013
J.P. MORGAN SECURITIES LLC (NEW CITY NY)
NY
05/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW CITY NY)
BC
Issued 07/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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