Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McKiernan is a financial advisor with over 20 years of experience in the financial services industry. Patrick is currently registered with Global Retirement Partners LLC and HUB Investment Partners, LLC. Patrick specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Patrick has a strong track record of helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/23/2025 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
07/18/2022 - 08/12/2024
LPL FINANCIAL LLC (PASADENA CA)
CA
06/18/2014 - 07/27/2022
RBC CAPITAL MARKETS, LLC (PASADENA CA)
CA
06/01/2009 - 07/07/2014
MORGAN STANLEY (LOS ANGELES CA)
CA
08/12/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
01/20/1994 - 08/18/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Patrick McKiernan is the right advisor for you? Invested Better is here to help.
