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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Vincent MacKessy is a financial advisor with Wells Fargo Clearing Services, LLC. Patrick is licensed to provide investment advice and services in multiple states including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Patrick has been in the financial industry since 2010. Prior to joining Wells Fargo Clearing Services, LLC, Patrick worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and HOLD Brothers Capital LLC. Patrick is a registered representative of Wells Fargo Clearing Services, LLC, and holds the following securities licenses: Series 7, Series 66, and SIE. Patrick is also registered as an investment advisor representative in New Jersey, New York, and Texas. Patrick is a registered representative of Wells Fargo Clearing Services, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/12/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NJ
12/15/2011 - 07/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
01/12/2011 - 09/01/2011
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
NJ
10/02/2009 - 12/31/2010
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (MORRISTOWN NJ)
BOTH
Issued 03/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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