Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGinnis is an investment advisor representative with Moneta Group Investment Advisors, LLC. Patrick has been in the industry since 2004 and has a Series 7 and Series 63 license. Patrick holds the Certified Financial Planner and Chartered Financial Analyst designations. Patrick's previous experience includes positions with Cambridge Investment Research, Inc. and WS Griffith Securities, Inc. Patrick is registered to provide investment advice in Colorado, Kansas, and Missouri.
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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MO
10/04/2007 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
05/04/2004 - 07/10/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
01/01/2004 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 01/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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