Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McHale is a financial advisor with Edward Jones. Patrick has been in the financial services industry since 2006 and has worked for several firms including Ameriprise Financial Services, Inc., Foreside Financial Services, LLC, JPMorgan Distribution Services, Inc., and Nationwide Investment Services Corporation. Patrick holds the Series 6, 7, 63, and 66 licenses and the SIE exam. Patrick is registered to provide investment advice in Alabama, California, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Mississippi, Missouri, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. Patrick specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
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.
See schedule d - miscellaneous
1
2
OH
10/31/2023 - Present
Edward Jones (WESTERVILLE OH)
OH
07/03/2019 - 07/11/2019
AMERIPRISE FINANCIAL SERVICES, INC. (WORTHINGTON OH)
OH
03/21/2012 - 01/31/2019
FORESIDE FINANCIAL SERVICES, LLC (COLUMBUS OH)
OH
02/01/2008 - 02/02/2012
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
05/23/2005 - 09/04/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BOTH
Issued 08/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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