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Patrick Forrest McGrogan

Pruco Securities, LLC

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About Patrick Forrest McGrogan

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.

Firm Information

Patrick McGrogan is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Patrick McGrogan’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Forrest McGrogan.
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