Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Casey is a financial advisor with Meridian Equity Partners, Inc. Patrick has been in the industry since 1996 and has held previous positions with James E. Coffey Securities, Inc., W.J. Blum & Sons, LLC, Casey, Patrick Michael, J.P. Morgan Securities Inc. and J.P. Morgan Securities Inc. Patrick is a Series 7, Series 24, Series 63, Series 99TO and SIE licensed advisor.
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
03/08/2019 - Present
Meridian Equity Partners, Inc. (NEW YORK NY)
NY
02/25/2015 - 06/03/2019
JAMES E. COFFEY SECURITIES, INC. (NEW YORK NY)
NY
02/24/2005 - 02/25/2015
W.J. BLUM & SONS, LLC (GARDEN CITY NY)
NY
12/07/2004 - 02/24/2005
CASEY, PATRICK MICHAEL (NEW YORK NY)
NY
04/29/2001 - 11/22/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/20/1996 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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