Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McLaughlin is a financial advisor with State Farm Investment Management Corp. Patrick is registered with the state of Pennsylvania. Patrick has been working in the financial services industry since 1983. Patrick has experience with various investment products and services, including variable contracts and direct participation programs. Patrick has held various positions at financial firms, including Allstate Financial Services, LLC, Midamerica Financial Services, Inc., and NYLIFE Securities Inc. Patrick has a strong background in investment management and is committed to providing clients with the best possible service.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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PA
12/23/2024 - Present
State Farm Investment Management Corp. (Southampton PA)
PA
08/31/2020 - 09/29/2022
ALLSTATE FINANCIAL SERVICES, LLC (PHILADELPHIA PA)
PA
07/14/2010 - 10/01/2012
ALLSTATE FINANCIAL SERVICES, LLC (PHILADELPHIA PA)
MO
10/27/2009 - 06/30/2010
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
NY
11/22/2006 - 12/31/2007
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
PA
10/27/2004 - 12/14/2006
1717 CAPITAL MANAGEMENT COMPANY (HATBORO PA)
PA
02/24/2004 - 10/18/2004
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
PA
03/24/1999 - 01/06/2004
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
NY
12/22/1983 - 04/14/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/24/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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