Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGuinnis is a financial advisor with Avantax Advisory Services. Patrick has been in the financial services industry since 2002. Patrick holds a Series 6, 7, 63, 65, and 66 license and is registered to provide investment advisory services in Wisconsin. Patrick has a strong background in financial planning, portfolio management, and tax preparation. Patrick is also a Chartered Financial Analyst (CFA).
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
01/03/2024 - Present
Avantax Advisory Services (South Milwaukee WI)
WI
09/16/2004 - 08/01/2006
WACHOVIA SECURITIES, LLC (DELAFIELD WI)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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