Patrick M. Lively
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial Planner in Kensington, MD
Address:4013 Cleveland St
Kensington, MD 20895
About Patrick M. Lively
Patrick Lively is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Kensington, Maryland. Patrick Lively holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Patrick Lively provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Patrick Lively4013 Cleveland St
Kensington, MD 20895
Phone Number:
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Website:
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