Unclaimed
Patrick Keenan is a financial advisor with Performance Trust Capital Partners, LLC. Patrick has been in the industry since October 1, 2022. Patrick has a Series 7TO, Series 63, and SIE. Patrick is registered in Illinois and New York. Patrick previously worked at Citigroup Global Markets Inc.
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
NY
06/20/2024 - Present
Performance Trust Capital Partners, LLC (New York NY)
NY
09/13/2022 - 05/31/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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