Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGrath is a financial advisor with Western International Securities, Inc. Patrick has been in the securities industry since 1984. Patrick has experience providing advisory services for individuals, businesses, pension plans and charitable organizations. Patrick holds Series 63, 65 and 7 licenses.
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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2
NY
12/19/2018 - Present
Western International Securities, Inc. (Massapequa NY)
FL
02/04/2014 - 08/23/2017
NORTHEAST SECURITIES, INC. (MIAMI FL)
FL
04/22/2009 - 01/14/2014
OPPENHEIMER & CO. INC. (MIAMI FL)
FL
07/01/2003 - 04/20/2009
WACHOVIA SECURITIES, LLC (CORAL GABLES FL)
NY
05/21/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/30/1990 - 05/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/07/1984 - 08/16/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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