Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kilcoyne is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Patrick is located in Charlotte, NC and has been in the industry since 2005. Patrick is registered in 51 states and the District of Columbia. Patrick is a Series 66, Series 7, Series 31, Series 9, and Series 10 license holder. Linden Thomas and Company Securities, LLC, Morgan Stanley, UBS Financial Services Inc., and Wells Fargo Advisors, LLC are some of the previous firms Patrick has worked at. Patrick has experience working with corporations or other businesses, high net worth individuals, and individuals other than high net worth 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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
04/10/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
10/09/2023 - 03/20/2024
LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)
NC
09/08/2020 - 09/29/2023
MORGAN STANLEY (Charlotte NC)
NC
01/13/2014 - 09/17/2020
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
07/26/2006 - 01/02/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
09/05/2005 - 06/01/2006
MORGAN STANLEY DW INC. (RALEIGH NC)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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