Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mullin is a financial advisor with Fortis Capital Advisors, LLC. Patrick has over 30 years of experience in the financial services industry. Patrick has a strong background in portfolio management, financial planning, and investment advisory services. Patrick is a Chartered Financial Analyst (CFA) and holds the Series 4, 7, and 63 licenses. Patrick provides investment advisory services to individuals, families, and businesses. Patrick has a passion for helping his clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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CT
02/18/2024 - Present
Fortis Capital Advisors, LLC (Norwalk CT)
NY
01/07/2011 - 05/06/2013
BENGAL PARTNERS LLC (NEW YORK NY)
NY
04/26/2004 - 02/12/2009
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
06/09/1998 - 12/31/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
CT
11/09/1992 - 04/07/1997
DILLON, READ & CO. INC. (STAMFORD CT)
NY
01/01/1987 - 07/06/1990
EXECUTION SERVICES INCORPORATED (NEW YORK NY)
BC
Issued 11/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1988
Series 4 - Registered Options Principal Examination
BC
Issued 11/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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