Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McMahon is a financial advisor with Pimco Investments LLC based in Austin, TX. Patrick has been in the financial services industry since 2004. Patrick has a Series 7, Series 63 and Series 65 license. Patrick is registered in Georgia, New York and Virginia. Patrick's previous employers include Nuveen Securities, LLC, Quasar Distributors, LLC, American Funds Distributors, Inc. and UBS Financial Services Inc.
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.
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.
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2
TX
03/19/2018 - Present
Pimco Investments LLC (Austin TX)
IL
01/03/2011 - 03/20/2018
NUVEEN SECURITIES, LLC (CHICAGO IL)
ME
11/08/2007 - 01/03/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
VA
10/12/2004 - 10/02/2007
AMERICAN FUNDS DISTRIBUTORS, INC. (NORFOLK VA)
NJ
06/27/2003 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 01/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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