Patrick Burns
Professional summary
Patrick Burns, who also goes by Patrick Burns, Patrick Fitzgerald Burns, is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in Austin, Texas.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2002. Patrick has worked at 9 firms and has passed the Series 99TO, Series 7TO, Series 6TO, Series 52TO, SIE, Series 7, Series 6, Series 24, Series 26, Series 51 and Series 53 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Burns's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 3, 2026 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 5707 Southwest Parkway Building 2, Ste 400, Austin, TX 78735July 1, 2026 - July 30, 2026
ALLIANCE-ONE INVESTMENTS, LLC
December 6, 2024 - December 18, 2025
LPL FINANCIAL LLC
March 25, 2024 - June 24, 2024
TRANSAMERICA CAPITAL, LLC
September 3, 2020 - March 3, 2022
LINCOLN FINANCIAL DISTRIBUTORS, INC.
July 23, 2008 - January 18, 2022
OSAIC FS, INC.
July 23, 2008 - January 18, 2022
OSAIC FA, INC.
November 18, 2003 - July 30, 2008
MML INVESTORS SERVICES, LLC
June 14, 2002 - December 4, 2004
MML DISTRIBUTORS, LLC
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: 12/6/2024
Operations Professional ExaminationSeries 7TO
Date: 3/20/2024
General Securities Representative ExaminationSeries 6TO
Date: 3/20/2024
Investment Company Products/Variable Contracts Representative ExaminationSeries 52TO
Date: 3/20/2024
Municipal Securities Representative ExaminationFINRA
Current Firm
KESTRA INVESTMENT SERVICES, LLC
CRD#: 42046 / SEC#: , 8-49672
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KESTRA FINANCIAL, INC | SOLE MEMBER | |
| AMORE, JOHN VINCENT | PRESIDENT | 5430932 |
| CHESTER, KRISTEN LAWLESS | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT | 6896952 |
| KANT, VINAY | CHIEF DIGITAL TECHNOLOGY OFFICER | 7976827 |
| PEDLOW, MICHAEL ROSS | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT | 4871563 |
| POER, JAMES LYNN | CHIEF EXECUTIVE OFFICER | 1983357 |
| SCHOENBECK, MARK PAUL | EXECUTIVE VICE PRESIDENT | 2625829 |
| YIN, YIN | CONTROLLER | 3219513 |
| ZEGERS, SCOTT MATTHEW | CHIEF FINANCIAL OFFICER | 4831659 |
Disclosures
| Regulatory Event | 14 |
| Arbitration | 2 |
Red Flags
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Company Information
KESTRA INVESTMENT SERVICES, LLC
CRD#: 42046Austin, TX 78735TRUST BUT VERIFY
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