Patrick Keedy (CRD# 716563) is an Investment Advisor Representative working at Patrick Capital Management in Geneva, IL and has over 37 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Patrick Capital Management | Batavia, IL | Aug 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S66 | NASAA Uniform Combined State Law Examination | May 1998 |
- IL
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$228,000
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, TX
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