Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Nerney is a financial advisor registered with Dynasty Wealth Management, LLC. Patrick has been in the industry for over a decade, previously working with Twenty-First Securities Corporation. His area of expertise is in portfolio management. Patrick has been working with Dynasty since February 2022. He is a Series 7 and Series 63 licensed professional. Patrick's background and experience makes him a great resource to clients looking to learn about the financial planning process.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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FL
03/15/2023 - Present
Dynasty Wealth Management, LLC (ST. PETERSBURG FL)
NY
07/19/2012 - 12/14/2015
TWENTY-FIRST SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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