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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McFawn is a financial advisor with Raymond James Financial Services Advisors, Inc. Patrick McFawn is a Certified Financial Planner and has been in the financial industry for over 40 years. Patrick McFawn is registered with the state of Michigan and Texas. He is a licensed principal with Raymond James and holds the Series 7, 24, 52TO, 53 and SIE licenses. Patrick McFawn also has a history of affiliation with Mutual Service Corporation and Mariner Financial Services, Inc. Patrick McFawn has experience working with individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
09/28/2010 - Present
Raymond James Financial Services Advisors, Inc. (TROY MI)
NA
10/26/1982 - 06/13/1989
MUTUAL SERVICE CORPORATION
NA
04/29/1982 - 11/02/1982
MARINER FINANCIAL SERVICES, INC.
BC
Issued 04/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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