Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick William Flynn is a registered representative with Moloney Securities Asset Management LLC. Patrick has been working in the financial services industry since June 9, 1990. Patrick has a diverse background with prior experience at various financial institutions including Advisors Asset Management, Inc., Patrick Capital Markets, LLC, and OppenheimerFunds Distributor, Inc. Patrick holds the Series 7, Series 22, Series 24, Series 63 and Series 65 licenses and is registered in Kansas, Missouri and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MO
05/15/2024 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
TX
11/05/2020 - 08/23/2022
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
AZ
10/06/2017 - 02/27/2019
PATRICK CAPITAL MARKETS, LLC (Paradise Valley AZ)
CO
02/15/2001 - 09/23/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
RI
06/17/1999 - 01/31/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
ME
03/24/1999 - 05/17/1999
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
CO
01/08/1992 - 10/07/1998
MERIDIAN CLEARING CORP. (GREENWOOD VILLAGE CO)
CA
05/12/1986 - 04/10/1991
PSI SECURITIES CORPORATION (GLENDALE CA)
IA
Issued 10/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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