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Patrick McGlashan

Patrick McGlashan

Self Employed Registered Representative

Followers of Patrick McGlashan480 followers
location of Patrick McGlashanCherry Hill, New Jersey, United States

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  • Timeline

  • About me

    AVP Financial Advisor Monmouth Middlesex Region TD Wealth

  • Education

    • Egg Harbor Township HS

      1987 - 1989
      College prep

    • Seton Hall University

      1989 - 1994
      Bachelor's degree Psychology

  • Experience

    • Siracusa Benefits Program

      Aug 1996 - Mar 2005
      Self Employed Registered Representative

      NASD Registered Rep Series 6,63 403B, 403B(7), Life Insurance, LTC, Health Benefits Enrollment

    • Roster Financial

      Mar 2003 - Jun 2007
      Vice President

      Executive V.P.NASD Registered Rep Series 6,63 1996-2006

    • Safe Money Resource

      Jan 2007 - Dec 2016
      Independent Advisor

    • NBARetirement.com

      Oct 2015 - Dec 2016
      Director of Player Relations

      www.NonBiasedAdvice.com "Stay Wealthy Retire like a Pro"

    • TD

      Jan 2017 - now

      Financial Service Representative

      • AVP Financial Advisor

        Jan 2021 - now

      • Wealth Specialist

        Dec 2019 - Jan 2021

      • FSR

        Jan 2017 - Dec 2019

  • Licenses & Certifications

    • Investment Advisor Representative

      FINRA
      Nov 2020

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      National Association of Insurance Commissioners (NAIC)

    • Notary Public Appointment

      National Notary Service

    • Series 6

      Nasdaq