Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Xavier Dolan is a financial advisor with over 10 years of experience in the industry. Patrick is currently registered with Rothschild & Co. US Inc. and Redburn Atlantic and holds Series 7, 24, 63, 79TO, and SIE licenses. Patrick is registered in 17 states. Patrick has a broad range of experience in the financial services industry.
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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2
NY
11/03/2023 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
BC
Issued 12/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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