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Patrick Keenan

Performance Trust Capital Partners, LLC

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About Patrick Keenan

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.

Firm Information

Patrick Keenan is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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Patrick Keenan’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Patrick Keenan.
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