Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McIlrath is an investment advisor representative registered with Alliance Advisory & Securities, LLC in California. Patrick McIlrath is also registered in Nevada and Washington. Patrick McIlrath has been in the financial services industry since 1993 and has experience with a variety of financial products and services. Patrick McIlrath's primary focus is on providing financial planning and investment management services to individuals and families. Patrick McIlrath is also a volunteer finance instructor at Santa Monica College.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/17/2020 - Present
Alliance Advisory & Securities, LLC (WESTLAKE VILLAGE CA)
CA
05/20/2005 - 06/21/2021
ALLIANCE ADVISORY & SECURITIES, INC. (WESTLAKE VILLAGE CA)
IN
07/20/2001 - 05/27/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 05/27/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/26/1993 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 07/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 07/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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