Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick M. Donnelly is a financial advisor with Ameritas Advisory Services, LLC. Patrick has been in the financial industry since 2001. Patrick's career includes previous roles with MONY Securities Corporation and Edward Jones. Patrick has a Series 63, Series 65, Series 7 and SIE licenses. Patrick specializes in financial planning, pension consulting, and educational seminars. Patrick is also licensed as an independent insurance agent and sells fixed insurance products. Patrick is registered to provide investment advisory services in Arizona, Arkansas, California, Florida, Idaho, Illinois, Mississippi, Montana, Nevada, New Mexico, Oregon, South Carolina, Texas and Washington.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (FOLSOM CA)
NY
10/29/2002 - 01/07/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
MO
01/09/2001 - 10/25/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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