Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCusker is a financial advisor with Charles Schwab & CO., Inc. Patrick has been in the financial industry since August 19, 2000. Patrick is registered to provide investment advice in Connecticut and Massachusetts. Patrick previously worked at TD Ameritrade, Inc., VOYA FINANCIAL ADVISORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, OHIO NATIONAL EQUITIES, INC., GUARDIAN INVESTOR SERVICES LLC, NEW ENGLAND SECURITIES, and CITIZENS FINANCIAL SERVICES INC. Patrick holds the Series 6, 7, 26, 63 and 66 licenses. Patrick offers financial planning and selection of other advisors as part of the services offered by Charles Schwab & CO., Inc. Patrick also provides other services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
11/22/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
05/25/2016 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
MA
12/12/2011 - 05/17/2016
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
12/14/2010 - 12/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
OH
02/08/2008 - 01/05/2009
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
NY
12/05/2003 - 10/30/2007
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
12/10/1999 - 12/03/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
RI
02/17/1999 - 10/25/1999
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
NY
04/06/1998 - 02/11/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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