Patrick M. Mccree
Professional summary
Patrick M Mccree is a registered financial professional currently at BERNARDI SECURITIES, INC. located in Bloomington, Illinois.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 2 firms and has passed the Series 63, SIE, Series 50 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick M Mccree's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2023 - Present
BERNARDI SECURITIES, INC.
Office #1: 2703 Mcgraw Drive Unit #4a, Bloomington, IL 61704January 18, 2012 - August 18, 2023
FIRST MIDSTATE INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/25/2023)
Exams
FINRA
Current Firm
BERNARDI SECURITIES, INC.
CRD#: 15834 / SEC#: , 8-32815
Contact information
FINRA licenses (45 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BERNARDI, RONALD PIACENTINI | PRESIDENT & CEO & CCO | 726070 |
| BERNARDI, MATTHEW P | VICE PRESIDENT | 5545410 |
| BERNARDI, THOMAS P | VICE PRESIDENT | 6419579 |
| BIONDI, ROBERT | VICE PRESIDENT | 716281 |
| LANDIS, MICHELLE BERNARDI | SECRETARY | 1328867 |
| BERNARDI, EDWARD | CHAIRMAN OF THE BOARD | 19817 |
| EVENSKY, LISA M | FINANCIAL OPERATIONS PRINCIPAL | 6373192 |
| IRISH, JEFFREY DAVID | VICE PRESIDENT | 2228055 |
| VAIL, ROBERT PATRICK | SENIOR VICE PRESIDENT | 3086104 |
| VEZZETTI, JOHN M | VICE PRESIDENT | 5736210 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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