Patrick J. Coffey
Professional summary
Patrick Joseph Coffey is a registered financial professional currently at GELBER SECURITIES, LLC located in Chicago, Illinois.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2020. Patrick has worked at 1 firm and has passed the Series 57TO, Series 7TO, SIE, Series 4, Series 14, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Joseph Coffey's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 2020 - Present
GELBER SECURITIES, LLC
Office #1: 350 N. Orleans 7th Floor, North Tower, Chicago, IL 60654Office #2: 350 N.orleans St S10000, Chicago, IL 60654State 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 57TO
Date: 9/27/2023
Securities Trader ExamSeries 7TO
Date: 12/28/2022
General Securities Representative ExaminationFINRA
Current Firm
GELBER SECURITIES, LLC
CRD#: 18367 / SEC#: , 8-36696
Contact information
FINRA licenses (7 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GELBER GROUP, LLC | DELAWARE LIMITED LIABILITY CORPORATION/MANAGING MEMBER | |
| COFFEY, PATRICK JOSEPH | CHIEF OPERATING OFFICER/FINANCIAL AND OPERATIONS PRINCIPAL/PRINCIPAL OPERATIONS OFFICER | 7262848 |
| DUNSKY, LISA ANN | CHIEF LEGAL OFFICER | |
| GELBER, BRIAN ROGER | CHIEF EXECUTIVE OFFICER | 839297 |
| HAZE, DANIEL M | CHIEF COMPLIANCE OFFICER | 7393008 |
| HILBURGER, JAMES ROBERT | CHIEF FINANCIAL OFFICER/ PRINCIPAL FINANCIAL OFFICER | 4570079 |
| LONTEEN, CHRISTIAN MATTHEW | MANAGING DIRECTOR OF TRADING | 5793881 |
| MAHLER, MATTHEW CARL | PRESIDENT/PRINCIPAL OPTIONS OFFICER | 4987267 |
Disclosures
| Regulatory Event | 9 |
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