Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGuire is a financial advisor with over 15 years of experience in the financial services industry. Patrick currently is registered as a Registered Representative with Santander Securities LLC where Patrick has been employed since May 2022. Previously Patrick was employed with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from February 2010 until May 2022. Patrick is licensed in all 50 states and the District of Columbia. Patrick holds several licenses including Series 7, Series 9, Series 10, Series 63, and Series 66. Patrick is also a Registered Options Principal. Patrick provides financial planning and investment advice to individuals, businesses, and trusts. Patrick is also a candidate for school board of Foxborough Public Schools.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/01/2022 - Present
Santander Securities LLC (Boston MA)
RI
03/13/2010 - 05/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
10/20/2009 - 02/19/2010
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
01/16/2008 - 09/25/2009
MMC SECURITIES CORP. (NORWOOD MA)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2023
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick McGuire is the right advisor for you? Invested Better is here to help.
