Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine McNally Patrick is a financial advisor with over 19 years of experience in the industry. Catherine currently works at Corda Investment Management, LLC, where she has been since June 2024. Catherine has held previous roles at MML Investors Services, LLC, Bay Colony Securities Co., Inc., Fidelity Brokerage Services LLC, Atlas Securities, Inc., Compass Brokerage, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Catherine holds a Series 6, Series 7, Series 24, Series 63, and Series 65 licenses, as well as the SIE exam. Catherine is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
07/18/2024 - Present
Corda Investment Management, LLC (Dallas TX)
TX
08/15/2014 - 06/10/2024
MML INVESTORS SERVICES, LLC (DALLAS TX)
OR
01/23/2008 - 01/05/2009
BAY COLONY SECURITIES CO., INC. (PORTLAND OR)
MA
07/12/2005 - 06/13/2007
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
CA
07/08/2004 - 06/20/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
AL
04/15/2003 - 11/18/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MN
12/03/2002 - 02/05/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/03/2002 - 02/05/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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