Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Raymond McCallister is a financial advisor with LPL Financial LLC, a broker-dealer firm headquartered in Fort Mill, South Carolina. Patrick has been working in the financial industry since 2002 and has a broad range of experience working with clients of all types. Patrick has been registered with LPL since 2017 and has also previously worked with Wells Fargo Advisors, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Walnut Street Securities, Inc. and Cigna Financial Advisors, INC.. Patrick is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
PA
11/29/2017 - Present
LPL Financial LLC (PITTSBURGH PA)
MO
12/05/2008 - 05/13/2009
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MA
10/14/2002 - 05/07/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/14/2002 - 05/07/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/01/1999 - 12/19/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
01/21/1992 - 12/17/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
08/22/1989 - 12/31/1991
CIGNA CAPITAL BROKERAGE, INC.
BC
Issued 04/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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