Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hagerty is a financial professional with over 5 years of experience in the industry. Patrick is currently registered with Houlihan Lokey Capital, Inc. and has been with the firm since December 6, 2021. Previously, Patrick was employed at Houlihan Lokey Advisors, LLC from August 9, 2018 to April 19, 2024. Patrick holds Series 63, SIE, and Series 79 licenses. Patrick is registered in New York.
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.
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NY
12/06/2021 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
08/09/2018 - 04/19/2024
HOULIHAN LOKEY ADVISORS, LLC (NEW YORK NY)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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