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 an investment advisor representative with Cetera Investment Advisers LLC, a firm with more than 100 billion in assets under management. Patrick has been in the financial services industry since 1996, Patrick currently serves clients in California and Texas. Patrick previously worked at First Allied Securities, Inc., Quick & Reilly, Inc., Salomon Smith Barney Inc., and Paine Webber Incorporated.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (GOLD RIVER CA)
CA
03/12/2004 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SACRAMENTO CA)
NY
07/03/2002 - 03/25/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/28/2000 - 07/10/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
09/04/1996 - 09/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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