Unclaimed
Patrick McCraw is a registered investment advisor representative at Cetera Investment Advisers LLC. Patrick has been in the financial industry since 1993 and is licensed in Louisiana and Texas. Patrick holds the Series 63 and 65 licenses. Patrick has experience in various areas of financial services, including investment advisory services, financial planning and retirement planning.
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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LA
01/08/2025 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
Active
Inactive
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