Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Markey is a financial advisor at LPL Financial LLC, an independent broker-dealer. Patrick has been in the financial services industry for over 13 years. Patrick provides investment advice and financial planning services to individuals, families, and businesses. Patrick is registered to provide investment advice in Pennsylvania and New Jersey and has a Series 7, 66, and SIE license.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/05/2024 - Present
LPL Financial LLC (RADNOR PA)
PA
09/24/2021 - 03/31/2023
LPL FINANCIAL LLC (RADNOR PA)
MD
05/14/2020 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
PA
05/06/2019 - 03/13/2020
PERSHING LLC (KING OF PRUSSIA PA)
NJ
06/17/2009 - 06/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
03/07/2008 - 02/09/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
12/12/2005 - 03/03/2008
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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