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Patrick McGrady

Financial Advisor & Client Relationship Manager

771 followers

Red Bank, New Jersey, United States

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Timeline
About me
Equities Trader
Education
- NYU School of Professional Studies
  2011 - 2012
  Certificate in Financial Planning
- Marist College
  2004 - 2008
  Bachelor of Arts (B.A.) Economics
  Activities and Societies: International Economics Honor Society (Omicron Delta Epsilon); International Business Honor Society (Alpha Beta Gamma)
Experience
- Cetera Financial Group
  Nov 2008 - Apr 2011
  Financial Advisor & Client Relationship Manager
- Bank of America Merrill Lynch
  Apr 2011 - Oct 2015
  Vice President, Market Sales Manager II
- UBS
  Oct 2015 - Apr 2020
  Director, Head of Employee Wealth Services
- Self Employed (Equity Trading)
  Apr 2020 - now
  Equities Trader
Licenses & Certifications
- Health, Life and Variable Annuity License
  NJ Department of Banking & Insurance
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Series 10
  Financial Industry Regulatory Authority (FINRA)
- FINRA Series 63
  Financial Industry Regulatory Authority (FINRA)
- Series 9
  Financial Industry Regulatory Authority (FINRA)
- Series 66
  Financial Industry Regulatory Authority (FINRA)