Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kenney is a financial professional with over 27 years of experience in the industry. Patrick is currently registered with Hilltop Securities Inc. and is located in the Boston, MA branch office. Previously, Patrick was employed with Fidelity Brokerage Services LLC and National Financial Services LLC, both in Boston, MA. Patrick holds a Series 63, Series 7, Series 9 and Series 10 licenses as well as the SIE exam. Patrick has specialized in providing Financial Planning, Educational Seminars and Portfolio Management for Individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
MA
02/16/2022 - Present
Hilltop Securities Inc. (BOSTON MA)
MA
08/23/2007 - 06/08/2021
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
07/10/1995 - 06/08/2021
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
08/13/1993 - 06/26/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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