Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCabe is a financial advisor with LPL Financial LLC, located in Lutherville, Maryland. Patrick has been in the financial industry for over 6 years, specializing in serving the needs of individuals, families, and businesses. Patrick is registered with the state of Maryland and has a Series 7 and Series 66 license. Prior to joining LPL Financial LLC, Patrick worked with OSAIC FA, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick is committed to helping clients achieve their financial goals through personalized financial planning and investment management strategies.
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
MD
08/14/2024 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
05/14/2021 - 08/14/2024
OSAIC FA, INC. (Lutherville MD)
MD
06/08/2018 - 02/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 07/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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