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Patrick Tien Donaghy

Athene Securities, LLC

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About Patrick Tien Donaghy

Patrick Donaghy is a financial professional with over 18 years of experience in the financial services industry. Patrick is currently registered with Athene Securities, LLC in West Des Moines, IA. Patrick has previously been registered with EQIS Securities, LLC, Allianz Life Financial Services, LLC, AXA Distributors, LLC, Directed Services LLC, IFMG Securities, Inc. and Morgan Stanley DW Inc. Patrick holds licenses for Series 7, Series 31, Series 63, Series 65 and SIE.

Firm Information

Patrick Donaghy is currently registered with Athene Securities, LLC. Athene Securities, LLC is a Limited Liability Company formed on April 21, 2006. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

191

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Patrick Donaghy’s Registration & Firm History

IA

06/18/2020 - Present

Athene Securities, LLC (WEST DES MOINES IA)

CA

01/09/2019 - 01/18/2019

EQIS SECURITIES, LLC (SAN RAFAEL CA)

MN

03/28/2011 - 01/02/2018

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

NC

01/22/2007 - 02/02/2011

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

PA

09/09/2004 - 01/17/2007

DIRECTED SERVICES LLC (WEST CHESTER PA)

NY

10/16/2003 - 09/16/2004

IFMG SECURITIES, INC. (PURCHASE NY)

NY

01/25/2002 - 02/05/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 11/26/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 01/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Tien Donaghy.
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