Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McMahon is a financial advisor with Private Advisor Group, LLC, specializing in financial planning, portfolio management for individuals and businesses, and pension consulting. Patrick has been working in the financial services industry since 1995 and has a strong track record of helping clients achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 4, 7, 24, 63, and 65 licenses. Patrick's dedication to his clients and his extensive experience make him a valuable resource for those seeking comprehensive financial advice.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/04/2018 - Present
Private Advisor Group, LLC (WILLIAMSVILLE NY)
NY
12/04/1998 - 12/23/2013
FIRST ALLIED SECURITIES, INC. (WILLIAMSVILLE NY)
NY
11/01/1995 - 12/07/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
IA
Issued 10/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2002
Series 4 - Registered Options Principal Examination
BC
Issued 05/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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