Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Reagan is a financial advisor at LPL Financial LLC, located in Houston, Texas. Patrick has been in the financial industry since 2007 and has been registered with LPL Financial LLC since 2013. Previously, Patrick worked with several other well-known firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, AIG Financial Advisors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Patrick is licensed to sell securities in the following states: California, Colorado, Delaware, Florida, Maryland, North Carolina, Pennsylvania, Texas, and Virginia. Patrick has also passed the following exams: Series 7, Series 66, and SIE.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
01/03/2014 - Present
LPL Financial LLC (HOUSTON TX)
DC
02/21/2012 - 05/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
02/18/2010 - 03/08/2012
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
VA
04/14/2009 - 07/24/2009
LPL FINANCIAL CORPORATION (GLEN ALLEN VA)
VA
08/13/2008 - 09/24/2008
AIG FINANCIAL ADVISORS, INC. (FAIRFAX VA)
VA
01/23/2006 - 07/12/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WARRENTON VA)
MN
01/23/2006 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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