Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Maher is a financial advisor at Allworth Financial, LP, located in San Diego, California. Patrick has been in the financial services industry since 1981. He is a registered representative of Allworth Financial, LP and a licensed investment advisor representative in California. Patrick has a diverse background in the financial industry, having worked for M. S. HOWELLS & CO., MORGAN STANLEY, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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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2
CA
11/09/2023 - Present
Allworth Financial, LP (San Diego CA)
CA
05/18/2015 - 11/15/2023
M. S. HOWELLS & CO. (SOLANA BEACH CA)
CA
06/01/2009 - 05/26/2015
MORGAN STANLEY (SAN DIEGO CA)
CA
02/29/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
07/23/1994 - 03/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
NJ
07/20/1981 - 06/27/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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