Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGinn is an investment advisor representative with Independent Financial Partners. Patrick has been in the financial services industry for over 35 years. Patrick is registered in 15 states, including California, Colorado, Connecticut, Florida, Louisiana, New York, Pennsylvania, and Vermont. Patrick has a Series 6, Series 7, and Series 63 licenses. Patrick also holds a Series 65 license. Patrick has experience in providing financial planning, investment advice, and retirement planning. Patrick is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
12/01/2020 - Present
Independent Financial Partners (TAMPA FL)
NY
01/03/2006 - 03/10/2020
KEY INVESTMENT SERVICES LLC (PLATTSBURGH NY)
NY
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (PLATTSBURGH NY)
OH
12/08/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MA
06/12/1985 - 12/13/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/12/1985 - 12/13/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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