Unclaimed
Patrick Michael Gorman is a financial advisor who has been in the industry since 1998. Patrick is currently registered with Tritower Real Estate Capital, LLC and has been registered with this firm since 2/11/2016. Patrick's experience includes roles with Advisory Group Equity Services Ltd., Phalanx Trading, LLC, FSP Investments LLC, and Brookwood Securities Partners, L.P.. Patrick is licensed in 52 states and the District of Columbia.
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
MA
02/11/2016 - Present
Tritower Real Estate Capital, LLC (BOSTON MA)
MA
10/18/2012 - 03/04/2016
ADVISORY GROUP EQUITY SERVICES LTD. (Boston MA)
MA
02/14/2012 - 10/02/2012
PHALANX TRADING, LLC (BURLINGTON MA)
MA
03/21/2001 - 12/20/2011
FSP INVESTMENTS LLC (WAKEFIELD MA)
MA
04/06/1998 - 03/21/2001
BROOKWOOD SECURITIES PARTNERS, L.P. (BEVERLY MA)
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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