Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James McNeese is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Patrick McNeese has been in the securities industry since May 29, 2006 and has been with his current firm since June 2007. Patrick McNeese is registered in Texas for both securities and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
03/26/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
05/24/2006 - 06/13/2007
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 03/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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