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 Fagan is a registered representative with Piper Sandler & Co. Patrick has been in the financial industry since 1997. Previously, Patrick has held positions at REDI GLOBAL TECHNOLOGIES LLC, POTAMUS TRADING, LLC, PIPER JAFFRAY & CO., JANNEY MONTGOMERY SCOTT LLC, WEDBUSH MORGAN SECURITIES INC., RUSHTRADE SECURITIES, MARK SECURITIES, INC., PERSHING TRADING COMPANY, L.P., and BEAR, STEARNS & CO. INC. Patrick holds FINRA Series 7, Series 55, Series 57TO, and SIE licenses and is registered in Massachusetts. Patrick is also a registered representative of Piper Sandler & Co. in Massachusetts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
MA
08/03/2021 - Present
Piper Sandler & Co. (Boston MA)
MA
08/11/2020 - 08/02/2021
REDI GLOBAL TECHNOLOGIES LLC (Boston MA)
MA
08/15/2019 - 05/12/2020
POTAMUS TRADING, LLC (BOSTON MA)
MA
12/14/2015 - 08/12/2019
PIPER JAFFRAY & CO. (Boston MA)
MA
09/08/2008 - 12/15/2015
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
MA
09/05/2005 - 09/08/2008
WEDBUSH MORGAN SECURITIES INC. (BOSTON MA)
IL
03/11/2005 - 09/20/2005
RUSHTRADE SECURITIES (CHICAGO IL)
NY
01/06/2005 - 08/09/2005
MARK SECURITIES, INC. (PELHAM MANOR NY)
NJ
01/09/1998 - 11/11/2004
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NY
04/23/1996 - 03/24/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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