Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McDonald is a financial advisor with Pacer Financial, Inc. Patrick has been in the securities industry since 2017 and has a Series 6, Series 7TO, and Series 63 license. Patrick is registered to sell securities in Alaska, Pennsylvania, and Washington. Patrick previously worked for GLOBAL ATLANTIC DISTRIBUTORS, LLC.
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.
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.
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2
PA
11/18/2022 - Present
Pacer Financial, Inc. (Malvern PA)
PA
07/20/2017 - 11/14/2022
GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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