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 an experienced financial professional with over 40 years in the industry. Currently, Patrick works as a Registered Representative and Investment Advisor Representative at Oppenheimer & Co. Inc., a leading investment firm. Patrick's career spans several prominent firms including Morgan Stanley and Citigroup Global Markets Inc. Patrick holds various licenses and certifications including the Series 6, 7, 10, 22, 24, 31, 63 and 65 exams as well as the SIE designation. Patrick is a Certified Financial Planner and also a Trustee of the Patrick McFadden Exempt Trust. Patrick provides a variety of financial services to individuals, businesses, institutions, and trusts.
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 05/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/06/1980
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
Not sure Patrick McFadden is the right advisor for you? Invested Better is here to help.
