Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McEvoy is a financial advisor who has been in the industry since December 2010. He is currently registered with Equitable Advisors, LLC, a firm that has been providing financial services for over 100 years. Patrick is licensed to offer financial planning services in Arizona, Arkansas, California, Connecticut, Florida, Maryland, New Jersey, New York, and North Carolina. He is also a registered representative of Equitable Advisors, LLC. Patrick is dedicated to helping his clients achieve their financial goals. He offers a variety of services, including portfolio management, financial planning, and retirement planning.
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.
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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2
NY
05/06/2019 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
04/02/2010 - 06/07/2010
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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