Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Donohue is a registered Investment Advisor Representative with Vanquour LLC, a firm located in New York, NY. Patrick has been in the financial industry since 1982. Patrick is registered with the state of New York to offer investment advisory services. Patrick holds Series 63, Series 65, Series 5, and Series 7 licenses. Patrick is licensed to offer insurance products and provides services to high-net-worth individuals and other investment advisors. Patrick has previously worked for UBS Financial Services Inc., AEGIS CAPITAL CORP, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/04/2022 - Present
Vanquour LLC (NEW YORK NY)
NY
12/07/2018 - 04/01/2022
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
10/15/2012 - 01/04/2019
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/12/1988 - 10/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/11/1988 - 05/06/1988
SHEARSON LEHMAN HUTTON INC.
NA
08/21/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
02/20/1982 - 08/20/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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