Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Rourke is a financial advisor with over 25 years of experience in the industry. Patrick is currently registered with Cowen AND Co. in Red Bank, New Jersey and is licensed to sell securities in New Jersey and New York. Patrick has held previous roles at firms including COWEN EXECUTION SERVICES LLC, NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN CLEARING CORP., J.P. MORGAN SECURITIES LLC, J.P.MORGAN SECURITIES INC., and ADP CLEARING & OUTSOURCING SERVICES, INC.. Patrick holds the Series 7, Series 9, Series 10, Series 24 and Series 63 licenses.
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.
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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2
NJ
04/09/2018 - Present
Cowen AND Co. (Red Bank NJ)
NY
11/20/2019 - 07/21/2020
COWEN EXECUTION SERVICES LLC (NY NY)
NJ
05/27/2016 - 02/02/2018
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
02/29/2008 - 05/17/2016
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
04/07/2014 - 04/18/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/29/2008 - 12/31/2008
J.P.MORGAN SECURITIES INC. (BROOKLYN NY)
NY
05/15/1997 - 05/01/2007
ADP CLEARING & OUTSOURCING SERVICES, INC. (NEW YORK NY)
BC
Issued 05/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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