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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 McDonough has been in the financial services industry since April 27, 1988. Patrick McDonough currently works for Cetera Investment Advisers LLC and is registered as an Investment Advisor Representative in Ohio. Patrick McDonough has also previously worked for firms such as Intersecurities, Inc., Donahue Securities, Inc., MW Management Company, WMA Securities, Inc., North American Management, Inc., and First American National Securities, Inc. Patrick McDonough holds the Series 6, Series 63 and SIE securities licenses. Patrick McDonough has a state examination category of Series 63. Patrick McDonough has a product examination category of Series 6 and SIE. Patrick McDonough has registrations in Arizona, Florida, Missouri, Ohio, Pennsylvania. Patrick McDonough is affiliated with Cetera Investment Advisers LLC. Patrick McDonough specializes in Financial planning, Pension Consulting, Educational seminars, Selection of other advisers, Portfolio management for businesses, Portfolio management for individuals. Patrick McDonough has experience with various insurance companies, agent offers fixed insurance; life, health, annuities and long term care; FIREFIGHTERS COMMUNITY CREDIT UNION, INVESTMENT ADVISOR AND MANAGER OF BRANCH; TAX AND RETIREMENT PLANNING, TAX PREPARATION AND TAX PLANNING, SELF EMPLOYED. Patrick McDonough is registered with Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Blue Line Financial Cleveland. Patrick McDonough is also registered with the following organizations: Firefighters Community Credit Union.
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
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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