Unclaimed
Patrick Collins is a financial professional with over 20 years of experience in the industry. He has worked for a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co., Incorporated. Patrick currently works at Houlihan Lokey Capital, Inc. where he has been a registered representative since June 4, 2015. Patrick holds Series 7, 63, 79 and SIE licenses.
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.
1
2
NY
06/04/2015 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
11/01/1996 - 08/29/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/23/1995 - 08/09/1996
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 05/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Collins is the right advisor for you? Invested Better is here to help.