Unclaimed
Patrick McNelis is a financial professional with over 25 years of experience in the securities industry. Patrick has been registered with BGC Financial, LP since October 1995. Patrick holds Series 7, Series 63 and SIE licenses and is currently registered in Connecticut, Florida, New Jersey and New York. Patrick is a dedicated professional committed to providing clients with personalized financial advice and guidance.
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
10/09/1995 - Present
BGC Financial, LP (NEW YORK NY)
BC
Issued 11/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Patrick McNelis is the right advisor for you? Invested Better is here to help.