Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McClanahan is an advisor with Fidelity Personal And Workplace Advisors. Patrick has been in the industry since 1990 and has held various positions at Fidelity Personal And Workplace Advisors and John Hancock Distributors, Inc. Patrick is registered in multiple states, including Missouri, Texas and California.
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.
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
MO
06/03/2022 - Present
Fidelity Personal AND Workplace Advisors (BALLWIN MO)
MA
12/05/1990 - 10/11/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/05/1990 - 10/11/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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