Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick MacGrath is an investment advisor representative with over 20 years of experience in the financial services industry. Patrick currently works at Osaic Wealth, Inc. and holds active registrations in California, Florida, Ohio, Texas, and Wisconsin. Prior to joining Osaic Wealth, Inc., Patrick was affiliated with Woodbury Financial Services, Inc. and SII Investments, Inc. in Wisconsin. Patrick is dedicated to providing comprehensive financial planning services to individuals, families, businesses, and charitable organizations. Patrick specializes in retirement planning, investment management, and wealth preservation strategies.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (APPLETON WI)
WI
10/27/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)
WI
04/18/2011 - 10/30/2017
SII INVESTMENTS, INC. (APPLETON WI)
WI
02/17/2009 - 04/19/2011
NATIONAL PLANNING CORPORATION (DE PERE WI)
CA
05/08/2002 - 03/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (WALNUT CREEK CA)
BOTH
Issued 09/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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