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Patrick Michael Twomey

Loop Capital Markets LLC

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About Patrick Michael Twomey

Patrick Michael Twomey is a financial professional with over nine years of experience in the industry. Patrick has a strong background in securities and investments, holding licenses for Series 7, Series 52, and Series 63 exams. Patrick has worked for a variety of financial institutions, including Piper Jaffray & Co., Samuel A Ramirez & Co., Inc. and Insperex LLC. Patrick currently works as a registered representative for Loop Capital Markets LLC. Patrick's expertise lies in providing investment advice and services to individuals and institutions.

Firm Information

Patrick Twomey is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

Total Financial Advisors

Services Offered

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.

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transition management services/equity research services

Transition management services/equity research services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Patrick Twomey’s Registration & Firm History

IL

09/26/2023 - Present

Loop Capital Markets LLC (CHICAGO IL)

FL

07/09/2020 - 09/19/2023

INSPEREX LLC (DELRAY BEACH FL)

IL

12/06/2018 - 07/10/2020

SAMUEL A RAMIREZ & CO., INC. (CHICAGO IL)

IL

10/10/2015 - 06/01/2018

PIPER JAFFRAY & CO. (Chicago IL)

MN

10/31/2013 - 10/19/2015

BMO CAPITAL MARKETS GKST INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/20/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2013

Series 52 - Municipal Securities Representative Examination

BC

Issued 10/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Michael Twomey.
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