Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fitzgerald Mckallagat is a financial advisor at Eagle Strategies LLC. Patrick has been in the financial industry since January 2008, and is registered in 20 states. Patrick has a diverse background in financial services, with experience in both broker-dealer and investment advisory roles. Patrick holds licenses for both securities and investment advisory products. Patrick works with a variety of clients, including individuals, corporations, and charitable organizations. Patrick provides financial planning, investment management, and other financial services to clients.
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.
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.
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2
MA
06/27/2022 - Present
Eagle Strategies LLC (ANDOVER MA)
NY
01/11/2008 - 01/22/2010
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BOTH
Issued 2/2/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2012
Series 7 - General Securities Representative Examination
BC
Issued 1/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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