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 advisor registered with LPL Financial LLC. Patrick has over 25 years of experience in the financial industry and is also registered with the state of Michigan. Patrick specializes in various financial products and services for individuals, corporations, and institutions. Patrick is a Certified Financial Planner and has a track record of helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/09/2012 - Present
LPL Financial LLC (WASHINGTON TWP MI)
MI
07/09/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (TROY MI)
MI
07/22/1999 - 08/21/2001
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
NA
06/23/1999 - 07/15/1999
HANTZ FINANCIAL SERVICES, INC.
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
01/24/1996 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/1996 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
12/01/1995 - 02/01/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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