Years of Experience
5-20+ Years
GREENWICH, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
Patrick McDonald is a financial professional with over 20 years of experience in the industry. He is currently registered with BCP Securities, Inc. and has a Series 7, Series 63 and SIE license. Patrick has previously worked for ING Financial Markets LLC, ABN AMRO Incorporated, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation and J.P. Morgan Securities Inc. Patrick specializes in helping clients meet their financial goals.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Linahan is a financial professional with over 10 years of experience in the industry. Patrick is currently registered with ASL Capital Markets Inc. and has previously held positions at MUFG Securities Americas Inc., Garrison Securities LLC, CRT Capital Group LLC, and RBS Securities Inc. Patrick holds the Series 7, Series 63, Series 99TO and SIE licenses. Patrick is registered in 50 states and the District of Columbia.
SPECIALIZATIONS
No specializations listed.
SHELTON, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Patrick McHale is a financial professional with Prudential Annuities Distributors, Inc.. Patrick McHale is registered with the state of New Jersey. Patrick McHale has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Uniform Securities Agent State Law Examination (Series 63).
SPECIALIZATIONS
No specializations listed.
Greenwich, CT
25 Years Experience
2 Disclosures
ADVISOR BIO
Patrick Martin Gately is a financial professional with over 20 years of experience in the industry. Patrick is currently registered with Piper Sandler & Co. in Greenwich, CT. Previously, Patrick worked at Weeden & Co.L.P. and Bear, Stearns Securities Corp. Patrick is a Series 7, 55, 57TO, and 63 licensed professional and is also a registered representative of FINRA.
SPECIALIZATIONS
Greenwich, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Patrick John Pengeroth is a financial advisor associated with AQR Investments, LLC. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) as a Series 3, Series 7TO, and Series 63 licensed representative. Patrick also passed the Securities Industry Essentials (SIE) Exam. Patrick is registered to offer securities in 51 states and the District of Columbia. Patrick's registration with AQR Investments, LLC began on March 21, 2022.
SPECIALIZATIONS
No specializations listed.
CROMWELL, CT
27 Years Experience
0 Disclosures
ADVISOR BIO
Patrick O'Connor is a registered investment advisor with Citizens Securities, Inc.. Patrick has been in the securities industry since December 1998. Patrick has a Series 6, Series 7, and Series 66 license and is registered with FINRA, and the states of Connecticut, Florida, Kentucky, Massachusetts, Michigan, New York, Ohio, Rhode Island, South Carolina and Virginia. Patrick has previously held positions at KEY INVESTMENT SERVICES LLC, INFINEX INVESTMENTS, INC., LPL FINANCIAL LLC, AMERIPRISE FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MML DISTRIBUTORS, LLC and MML INVESTORS SERVICES, INC.. Patrick's firm manages $9.19 billion in assets for approximately 53,044 clients.
SPECIALIZATIONS
Westport, CT
42 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Duffy is a financial professional with over 39 years of experience in the securities industry. Patrick is currently registered with Noble Capital Markets, Inc. in Westport, CT. Patrick has previously been registered with several other firms including Advisory Group Equity Services LTD., SOURCE CAPITAL GROUP, INC., CLG INVESTMENT COMPANY, INC., METLIFE SECURITIES INC., NUTMEG SECURITIES, LTD., TOUSSAINT CAPITAL PARTNERS, LLC, TCW BROKERAGE SERVICES, Sharpe Capital, Inc., and C. L. GLAZER & COMPANY, INC. Patrick has a wide range of experience and holds the Series 4, 7, 24, 55, 63, 79, and SIE licenses.
SPECIALIZATIONS
No specializations listed.
FARMINGTON, CT
2 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Christensen is a registered representative at Dowling & Partners Securities LLC. Patrick has been in the securities industry since July 16, 2023. Patrick has passed the Series 63, Series 86, Series 87 and SIE exams. Patrick is currently registered in Connecticut.
SPECIALIZATIONS
No specializations listed.
Southport, CT
0 Disclosures
ADVISOR BIO
Patrick John Clark is an Investment Advisor Representative at Charter Research & Investment Group Inc. in Southport, CT. Patrick John Clark has been in the financial services industry since May 1993. Patrick John Clark is registered with the state of Connecticut and has a Series 65 license. Patrick John Clark specializes in providing financial planning and portfolio management for individuals.
SPECIALIZATIONS
HAMDEN, CT
10 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Sharron is a financial professional with experience in the securities industry since 2015. Patrick is a registered representative with PFS Investments Inc. and holds the Series 6, Series 63, and SIE licenses. Patrick's background includes experience in investment company products/variable contracts, and securities. Patrick currently works at the PFS Investments Inc. branch located in Hamden, Connecticut.
SPECIALIZATIONS
