Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCormick is an investment advisor representative currently registered with Fisher Investments in the states of Ohio and Texas. Patrick has been in the industry since 2006 and has prior experience with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, E*TRADE SECURITIES LLC, and Fidelity Investments. Patrick has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Patrick is currently registered with the state of Ohio and is an Investment Advisor Representative with Fisher Investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
09/18/2023 - Present
Fisher Investments (WESTERVILLE OH)
OH
07/30/2014 - 04/04/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DUBLIN OH)
CA
11/26/2013 - 07/23/2014
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
01/01/2008 - 05/23/2013
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
CA
04/19/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (EL SEGUNDO CA)
CA
04/10/2006 - 04/19/2007
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
BOTH
Issued 09/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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