Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGuiness is a financial advisor registered with TD Private Client Wealth LLC. Patrick has been in the financial industry since 2013 and is licensed in both New Hampshire and Massachusetts. Patrick has a diverse background having worked at Edward Jones, Citizens Bank, Merrill Lynch, and Citizens Securities Inc. He has experience working with a wide range of clients including individuals, high net worth individuals, families, businesses, charitable organizations, pension and profit sharing plans, and insurance companies. Patrick specializes in financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
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2
NH
03/30/2023 - Present
TD Private Client Wealth LLC (Manchester NH)
MA
04/27/2017 - 11/29/2022
CITIZENS SECURITIES, INC. (LITTLETON MA)
MA
04/25/2016 - 04/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STONEHAM MA)
MA
10/21/2013 - 04/14/2016
EDWARD JONES (TEWKSBURY MA)
BOTH
Issued 12/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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