Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Killilea is a financial advisor at Raymond James & Associates, Inc. Patrick has been working in the industry since March 2008. Prior to joining Raymond James, Patrick worked at TD Ameritrade, Inc.. Patrick is licensed to provide financial advice in Texas and is a registered representative with FINRA. Patrick is also licensed to provide investment advice in the state of Florida. Patrick is available to help with all financial planning needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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
FL
03/25/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TX
03/21/2008 - 03/19/2020
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 11/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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