Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ryan Davis is a financial advisor with Millennium Advisors, LLC, located in Charlotte, North Carolina. Patrick is a registered representative with FINRA and is licensed to sell securities in North Carolina. Patrick's career in the financial services industry began in 2020. Patrick is a graduate of the Securities Industry Essentials (SIE) exam, the General Securities Representative Exam (Series 7), and the Operations Professional Examination (Series 99). Patrick also holds the Uniform Securities Agent State Law Examination (Series 63).
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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NC
05/13/2024 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
NJ
08/23/2022 - 03/27/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/29/2020 - 08/23/2022
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 03/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2020
Series 99TO - Operations Professional Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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