Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGrath is a financial professional with Northwestern Mutual Investment Services, LLC in Barrington, Illinois. Patrick is a registered representative with FINRA and holds the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Patrick has been in the financial services industry since 2023 and has experience working with clients in Schaumburg, Illinois.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
08/08/2024 - Present
Northwestern Mutual Investment Services, LLC (Barrington IL)
IL
04/21/2023 - 01/11/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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