Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McKelvey is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick McKelvey has been in the industry since July 25, 2012. Patrick McKelvey is registered in 49 states and the District of Columbia. Patrick McKelvey has passed the Series 66, Series 7 and SIE exams. Patrick McKelvey is also an Investment Advisor Representative. Patrick McKelvey is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. which has a total of $1.27 trillion in assets under management. Patrick McKelvey has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2012. Patrick McKelvey previously worked at Bank of America, N.A. since September 2014.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/12/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PEPPER PIKE OH)
BOTH
Issued 09/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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