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 Cetera Investment Advisers LLC and has previously worked with several other firms including Intersecurities, Inc., Donahue Securities, Inc., MW Management Company, WMA Securities, Inc., North American Management, Inc., and First American National Securities, Inc. Patrick holds Series 6, 63, and SIE licenses and has a wide range of experience providing financial planning and portfolio management services to individuals, businesses, and institutions. Patrick's specialties include tax and retirement planning.
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.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
FL
08/16/2000 - 12/12/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
OH
07/20/1999 - 07/11/2000
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
01/11/1999 - 07/29/1999
MW MANAGEMENT COMPANY (EUCLID OH)
GA
11/04/1994 - 02/26/1999
WMA SECURITIES, INC. (DULUTH GA)
SD
01/25/1991 - 11/10/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
02/17/1988 - 12/19/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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