Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lee McIntyre is an investment advisor representative with LPL Financial LLC. Patrick is a licensed professional with a strong background in the financial services industry, having been in the business since 1994. Patrick is registered to offer investment advisory services in Arizona, Arkansas, California, Colorado, Florida, Georgia, Minnesota, Montana, Nebraska, North Carolina, North Dakota, South Dakota, Texas, and Wisconsin. Patrick is also a registered representative of LPL Financial LLC. Patrick's background includes previous roles at Investment Centers of America, Inc. and Securities America, Inc. Patrick holds Series 7, Series 63, and Series 66 licenses and has been recognized by LPL Financial for his expertise in several areas. Patrick provides a wide range of financial planning and investment advisory services to individuals, families, and businesses. Patrick is committed to providing his clients with personalized financial guidance and helping them 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
ND
06/01/2018 - Present
LPL Financial LLC (Fargo ND)
ND
11/30/2015 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (LAMOURE ND)
ND
02/17/2012 - 12/01/2015
SECURITIES AMERICA, INC. (FARGO ND)
MN
02/08/1994 - 02/23/2012
INVESTMENT CENTERS OF AMERICA, INC. (PELICAN RAPIDS MN)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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