PM
PM
Patrick Monahan
15 Years of Experience
St. Louis, MO
1 DisclosureBrokerSells Insurance
Patrick Monahan is a registered investment advisor, based in St. Louis, MO, with 15 years of industry experience.
Location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
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Regulatory History (1)
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Customer Dispute
April 2013Settled
Other Business ActivitiesSells Insurance
Patrick is an insurance agent selling non-variable insurance policies for various insurance companies, dedicating nearly full-time hours to this activity. He also has ownership interests in several Krilogy entities and hosts a financial podcast.
Employment History
Current Registrations
Saxony Securities, INC.Broker
October 2014 - Present · 11 yrs 7 mos
Krilogy
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2013 - October 2014 · 11 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2011 - November 2011 · 10 mos
Cambridge Investment Research, INC.Broker
December 2010 - December 2010 · 0 mos
State Registrations5 states
FLILMONETX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.