Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Foley is a financial advisor with CDX Advisors. Patrick has been in the industry since 2021 and holds the Series 63, SIE, and Series 79TO licenses. Patrick is registered in Florida and New York. Patrick was previously employed with Sundial Group, LLC in Fort Lauderdale, Florida.
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
FL
08/06/2024 - Present
CDX Advisors (West Palm Beach FL)
FL
11/22/2021 - 12/01/2022
SUNDIAL GROUP, LLC (FT. LAUDERDALE FL)
BC
Issued 08/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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