Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCloskey is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Principal Asset Management in Park City, UT. Patrick has held previous positions at Fidelity Investments Institutional Services Company, Inc. and Morgan Stanley DW Inc. Patrick is a Series 66, 31, 7 and SIE licensed advisor.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
UT
09/30/2024 - Present
Principal Asset Management (Park City UT)
RI
02/27/2004 - 04/08/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
05/19/2003 - 02/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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