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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Andrew McCarty is an Investment Advisor Representative with Equitable Advisors, LLC, a firm with over 141,000 clients. Patrick McCarty is a registered representative in 20 states and has been in the industry since 1989. Patrick McCarty has passed the Series 6, 7, 24, 26, 53, 63, and 65 exams. Patrick McCarty also offers health insurance services through United HealthCare.
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.
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.
1
2
FL
05/05/2021 - Present
Equitable Advisors, LLC (ORLANDO FL)
NY
05/06/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/20/1989 - 03/01/1991
EQUICO SECURITIES, INC.
NA
04/20/1989 - 03/01/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/03/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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