Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Maguire is a registered representative with M Holdings Securities, Inc. Patrick has been in the financial industry since 2017 and has earned the Series 63, Series 65, Series 7 and SIE exams. Patrick is registered with the following states: Connecticut, Delaware, District of Columbia, Florida, Georgia, Kentucky, Maryland, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Dakota, Texas, Virginia, and Washington. Patrick is currently employed by M Holdings Securities, Inc. in their Morristown, NJ office. Patrick specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and the selection of other advisors.
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.
1
2
NJ
04/10/2023 - Present
M Holdings Securities, Inc. (Morristown NJ)
IA
Issued 03/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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