Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McDonald is a financial advisor who has been in the industry since 2000. Patrick is currently registered with Kestra Advisory Services, LLC and has offices in Port Jefferson Station, NY and Austin, TX. Prior to joining Kestra Advisory Services, LLC, Patrick worked at National Planning Corporation, Veravest Investments, Inc., and Terra Securities Corporation. Patrick is licensed to provide financial advice in multiple states. Patrick's areas of expertise include retirement planning, college planning, and other wealth management solutions.
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.
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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NY
06/07/2021 - Present
Kestra Advisory Services, LLC (PORT JEFFERSON STN NY)
NY
12/04/2003 - 10/02/2017
NATIONAL PLANNING CORPORATION (MANORVILLE NY)
MA
03/27/2002 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IL
01/10/2000 - 03/13/2002
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 01/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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