Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCullough is a financial advisor with Cetera Investment Advisers LLC. Patrick has been in the financial services industry since 1989 and has experience in various financial areas. Patrick holds a Series 7, Series 63, and SIE license. Patrick is a Certified Financial Planner and can assist with a variety of financial planning needs.
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.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (WAYLAND MI)
MI
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WAYLAND MI)
MI
06/25/2004 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
FL
08/15/1997 - 06/30/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
08/22/1989 - 08/22/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BC
Issued 09/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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