Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGreal is a financial advisor with over 35 years of experience in the financial services industry. Patrick is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Previously, Patrick has worked with Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Quick & Reilly, Inc. and Robertson Stephens, Inc.. Patrick is a registered representative and investment advisor in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont and Virginia. Patrick has passed Series 4, 7, 9, 63, and 65 exams. Patrick specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (LATHAM NY)
NY
03/10/2015 - 06/22/2015
CITIZENS SECURITIES, INC. (SLINGERLANDS NY)
NY
10/23/2009 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)
NY
01/09/1986 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
07/19/2002 - 09/17/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NA
10/25/1984 - 02/01/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 05/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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