Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCall is a financial professional with over 7 years of experience in the financial services industry. Patrick is currently registered with Preferred Capital Securities, LLC and holds a Series 6, 7, and 63 license. Patrick has experience with various investment products, including variable contracts and mutual funds. Patrick has also held positions with GWFS Equities, Inc., John Hancock Distributors LLC, Transamerica Investors Securities Corporation and VALIC Financial Advisors, 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
GA
09/30/2022 - Present
Preferred Capital Securities, LLC (ATLANTA GA)
CO
05/27/2021 - 07/27/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
07/05/2017 - 03/16/2021
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
FL
02/08/2017 - 04/18/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
02/17/2015 - 08/04/2016
VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)
BC
Issued 03/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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