Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheridan? Claim Your ProfileSheridan Kathleen Patrick is a financial advisor with over 25 years of experience in the financial services industry. Sheridan is a registered representative with J.P. Morgan Securities LLC in Cleveland, Ohio. Sheridan has a wide range of experience, having previously worked at J.P. MORGAN SECURITIES INC. and BANC ONE SECURITIES CORPORATION. Sheridan is also a registered investment advisor. Sheridan holds the Series 7, Series 63, and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
11/17/2022 - Present
J.p. Morgan Securities LLC (Cleveland OH)
OH
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CLEVELAND OH)
OH
07/23/1998 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CLEVELAND OH)
MI
09/12/1996 - 07/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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