Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gallagher is a financial advisor with MML Investors Services, LLC. Patrick is a registered representative in New York and Texas. Patrick has been in the financial services industry since 2007. Patrick has previously worked for LPL FINANCIAL LLC, ESL INVESTMENT SERVICES, LLC, WALL STREET FINANCIAL GROUP, INC., and AXA ADVISORS, LLC. Patrick offers asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/20/2024 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
03/03/2015 - 06/10/2024
LPL FINANCIAL LLC (ROCHESTER NY)
NY
03/06/2015 - 05/21/2024
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
NY
01/05/2010 - 02/09/2015
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
NY
07/17/2007 - 01/06/2010
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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