Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Terrence McMahon is a financial advisor with LPL Financial LLC, registered with the state of Wisconsin. Patrick has been in the industry since 1997 and has been registered with LPL Financial LLC since 2022. Patrick has also been registered with CUNA Brokerage Services, Inc., Wells Fargo Clearing Services, LLC, M&I Financial Advisors, Inc and Robert W. Baird & Co. Incorporated. Patrick holds the Series 6, 7, 9, 10, 63, 65, 99TO and SIE licenses. Patrick has a designation as a Certified Financial Planner. Patrick’s previous employer was CUNA Brokerage Services, Inc., in Waverly, IA.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
05/18/2022 - Present
LPL Financial LLC (MEQUON WI)
WI
10/11/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Middleton WI)
WI
04/01/2011 - 05/08/2017
WELLS FARGO CLEARING SERVICES, LLC (WAUKESHA WI)
WI
08/29/2006 - 04/20/2011
M&I FINANCIAL ADVISORS, INC (MADISON WI)
WI
01/05/2005 - 08/31/2006
ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)
WI
12/19/1996 - 11/01/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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