Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Forand is a financial advisor at Eagle Strategies LLC with experience in the financial services industry since June 2016. Patrick Forand's primary office is located in NEW YORK, NY. Patrick Forand holds multiple licenses including Series 7, Series 24, Series 63 and Series 66. Patrick Forand is registered with the state securities regulators of New Jersey and New York. Patrick Forand has been working in the financial industry since June 2016 and has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLIFE Securities LLC, and New York Life Insurance Co.. Patrick Forand specializes in a wide range of financial services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals.
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.
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.
1
2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
RI
07/24/2015 - 07/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 12/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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