Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGuirl is a financial advisor with over 30 years of experience in the industry. He is currently registered with Lincoln Financial Distributors, Inc. in Hartford, CT. Patrick has held several positions at other firms, including Phoenix Equity Planning Corporation and WS Griffith Securities, Inc., both in Hartford. Patrick has passed the Series 6, 7, and SIE exams and is currently licensed in Connecticut, California, Minnesota, and Washington.
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.
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.
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2
CT
01/24/2006 - Present
Lincoln Financial Distributors, Inc. (HARTFORD CT)
CT
05/14/2003 - 01/04/2006
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
08/25/1995 - 05/15/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
02/10/1994 - 08/25/1995
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
08/27/1993 - 10/22/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/27/1993 - 10/22/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
12/22/1987 - 04/28/1988
SHERWOOD CAPITAL, INC.
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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