Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McDevitt is an active investment advisor representative with Cetera Investment Advisers LLC based in Seattle, WA. Patrick has been in the securities industry since December 23, 1983, and holds Series 7, Series 63, Series 65, and Series 99TO licenses. Patrick has previously worked with FIRST ALLIED SECURITIES, INC., RAGEN MACKENZIE INVESTMENT SERVICES, LLC, COLUMBIA PACIFIC SECURITIES, INC., SHEARSON LEHMAN HUTTON INC. and DEAN WITTER REYNOLDS INC.
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.
1
2
WA
11/12/2020 - Present
Cetera Investment Advisers LLC (SEATTLE WA)
WA
05/17/2004 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SEATTLE WA)
WA
03/10/1995 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
NA
04/30/1990 - 12/30/1994
COLUMBIA PACIFIC SECURITIES, INC.
NY
08/22/1988 - 04/06/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/23/1983 - 08/29/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 01/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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