Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kolody is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the financial industry since June 18, 1994. Patrick's professional experience includes working for OLDE DISCOUNT CORPORATION and EQUICO SECURITIES, INC.. Patrick holds Series 6, 7, 9, 10, 63, and 66 licenses, and the SIE designation. Patrick is registered with the state of Illinois, Michigan, Texas, and other states. Patrick specializes in providing financial advice to individuals, businesses, corporations, and pension and profit-sharing plans. Patrick's firm has over $1 trillion in assets under management. Patrick is committed to providing high-quality financial advice to clients.
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
MI
05/22/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TRAVERSE CITY MI)
MI
07/11/1994 - 10/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
02/18/1994 - 03/11/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/18/1994 - 03/11/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts 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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