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Patrick William McDonald

Cetera Advisors LLC

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About Patrick William McDonald

Patrick McDonald is a financial advisor with Cetera Advisors LLC. Patrick has been working in the financial services industry since March 14, 1989. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63 and SIE licenses. Patrick is licensed to provide financial services in Arizona, Florida, Georgia, Iowa, North Carolina, Ohio, Pennsylvania, Virginia, and West Virginia. Patrick was previously employed by SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, USLIFE EQUITY SALES CORP., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.

Firm Information

Patrick McDonald is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Patrick McDonald’s Registration & Firm History

PA

02/12/2021 - Present

Cetera Advisors LLC (BRIDGEVILLE PA)

PA

10/31/2008 - 02/14/2021

SAGEPOINT FINANCIAL, INC. (BRIDGEVILLE PA)

PA

10/01/1997 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (BRIDGEVILLE PA)

NY

07/14/1994 - 10/01/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

NJ

12/02/1993 - 06/01/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

01/03/1989 - 11/02/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

01/03/1989 - 11/02/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 12/31/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Patrick William McDonald. Review regulatory record here.
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