Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John McLaughlin is a financial advisor with Stifel, Nicolaus & Company, Inc. Patrick has been in the industry since 1990 and has extensive experience in providing financial advice. Patrick has a strong background in helping individuals and families with their financial planning needs, as well as providing portfolio management services for businesses and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/20/2024 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
NY
01/01/1999 - 12/31/2008
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NJ
04/21/1998 - 12/03/1998
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
06/18/1997 - 04/21/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
NY
01/31/1995 - 11/13/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MN
10/29/1990 - 01/13/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/29/1990 - 01/13/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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