Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mulcahy is a financial advisor with Northwestern Mutual Investment Services, LLC based in Seattle, WA. Patrick has been in the financial industry since 2015 and is licensed to provide financial advice in Arizona and Washington. He is a Series 6, 7, 63, and 65 licensed advisor. Patrick has experience working with various financial firms, including FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Edward Jones, U.S. Bancorp Investments, Inc., and Vanguard Marketing Corporation. Patrick offers investment research and referrals to 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WA
07/07/2023 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
GA
07/13/2021 - 07/21/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/13/2021 - 07/21/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/13/2021 - 07/21/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
07/13/2021 - 07/21/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
11/21/2019 - 06/29/2021
EDWARD JONES (TEMPE AZ)
AZ
11/02/2006 - 10/12/2009
U.S. BANCORP INVESTMENTS, INC. (PHOENIX AZ)
AZ
04/28/2004 - 10/10/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/14/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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