Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mcfadden is a financial advisor currently registered with Oppenheimer & Co. Inc. Patrick has been in the financial industry since November 1980. Patrick has experience with a variety of firms including Morgan Stanley, Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Patrick is registered in 18 states and the District of Columbia as an investment advisor representative, and 18 states and the District of Columbia as a broker. Patrick is a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
03/23/2016 - Present
Oppenheimer & Co. Inc. (RADNOR PA)
PA
06/01/2009 - 11/15/2012
MORGAN STANLEY (BRYN MAWR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
02/26/1988 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/04/1985 - 02/27/1988
MOSELEY SECURITIES CORPORATION
NA
11/10/1980 - 09/17/1985
IDS FINANCIAL SERVICES INC.
NA
11/10/1980 - 09/17/1985
IDS LIFE INSURANCE COMPANY
NA
11/10/1980 - 09/17/1985
IDS MARKETING CORPORATION
IA
Issued 5/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/5/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/7/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 9/3/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/6/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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