Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McDonough is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with MML Investors Services, LLC and has been since August 1991. Patrick has a Series 6, Series 63, and Series 65 license and has also passed the SIE exam. Prior to joining MML Investors Services, Patrick was registered with Mutual Benefit Financial Service Company. Patrick also holds a valid license in Pennsylvania and Texas as an Investment Advisor Representative and is registered in Florida, Illinois, Kentucky, Montana, North Carolina, Pennsylvania, Texas, and Virginia as a Broker. Patrick specializes in providing financial planning, asset allocation programs, pension consulting, and educational seminars to individuals, businesses, and corporations. Patrick also works with charitable organizations, high-net-worth individuals, and trusts, foundations, and endowments. Patrick's office is located at 3949 South Atherton Street, State College, PA 16801.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
PA
04/18/2022 - Present
MML Investors Services, LLC (STATE COLLEGE PA)
NA
03/12/1991 - 08/26/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 10/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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