Patrick M. Casey
Professional summary
Patrick Michael Casey is a registered financial professional currently at MERIDIAN EQUITY PARTNERS, INC. located in New York, New York.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1996. Patrick has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Michael Casey's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2019 - Present
MERIDIAN EQUITY PARTNERS, INC.
Office #1: C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038February 25, 2015 - June 3, 2019
JAMES E. COFFEY SECURITIES, INC.
February 24, 2005 - February 25, 2015
W.J. BLUM & SONS, LLC
December 7, 2004 - February 24, 2005
CASEY, PATRICK MICHAEL
April 29, 2001 - November 22, 2004
J.P. MORGAN SECURITIES INC.
December 20, 1996 - May 1, 2001
JPMSI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
NYSE American LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
MERIDIAN EQUITY PARTNERS, INC.
CRD#: 133849 / SEC#: , 8-66784
Contact information
FINRA licenses (8 States and Territories)
Documents
Disclosures
| Regulatory Event | 2 |
Red Flags
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