Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGinty is a financial advisor registered with Pgim Investments LLC. Patrick has 22 years of experience in the industry and holds Series 7, 6, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Patrick works with a diverse range of clients, including investment companies, business development companies, and wrap account platform sponsors. Patrick's current registrations include a state registration in Massachusetts, as well as a FINRA registration. Patrick's expertise includes investment company products, portfolio management, and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
05/08/2008 - Present
Pgim Investments LLC (COHASSET MA)
NY
08/17/2005 - 04/09/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
OH
06/14/2004 - 08/16/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
08/23/2001 - 07/02/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
MA
02/03/1999 - 05/31/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
BOTH
Issued 08/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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