Unclaimed
Patrick McGrogan is an investment advisor representative in Canonsburg, Pennsylvania. Patrick has been in the financial services industry since April 2010. Patrick currently works for Pruco Securities, LLC. Previously, Patrick worked for MML Investors Services, LLC and MSI Financial Services, Inc.. Patrick has passed the Series 63, Series 65, Series 6, and SIE exams. Patrick is registered with the following states: Florida, Michigan, and Pennsylvania. Patrick specializes in providing services to high-net-worth individuals, individuals, corporations, and trusts. Patrick also offers financial planning services.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
PA
01/24/2018 - Present
Pruco Securities, LLC (Canonsburg PA)
PA
03/25/2017 - 12/07/2017
MML INVESTORS SERVICES, LLC (DELMONT PA)
PA
04/27/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DELMONT PA)
IA
Issued 01/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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