Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGlade is a financial advisor with Mutual of Omaha Investor Services, Inc. Patrick is a registered representative in Arizona, Florida, Iowa, and Nebraska. He is a licensed financial professional with a strong foundation in the investment industry, having over 12 years of experience. He is committed to helping clients achieve their financial goals through personalized investment advice and strategies. Patrick is dedicated to providing his clients with exceptional service and building lasting relationships.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
NE
07/07/2011 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BC
Issued 05/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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