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Patrick F. McKallagat CFP®, CLU®

Patrick F. McKallagat CFP®, CLU®

Senior Financial Services Representative

Followers of Patrick F. McKallagat CFP®, CLU®390 followers
location of Patrick F. McKallagat CFP®, CLU®Haverhill, Massachusetts, United States

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  • Timeline

  • About me

    Financial Adviser at Eagle Strategies, LLC

  • Education

    • Roberts Wesleyan College

      2002 - 2006
      Bachelors of Science Marketing

  • Experience

    • First Investors Corporation

      Oct 2007 - Jan 2010
      Senior Financial Services Representative

    • New York Life

      Jan 2010 - now
      Agent

      I am an agent licensed to sell insurance through New York Life Insurance Company.

    • NYLIFE Securities LLC

      Jan 2010 - now
      Financial Services Professional

      I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

    • Eagle Strategies, LLC

      Feb 2013 - now
      Financial Adviser

      I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

  • Licenses & Certifications

    • Series 6

      FINRA

    • Series 63

      FINRA

    • Series 66

      FINRA

    • Series 7

      FINRA

  • Honors & Awards

    • Awarded to Patrick F. McKallagat CFP®, CLU®
      2010 Long-Term Care Insurance Circle of Champions – Copper Level -
    • Awarded to Patrick F. McKallagat CFP®, CLU®
      Annuity Champion award recipient, 2010 and 2011 -
    • Awarded to Patrick F. McKallagat CFP®, CLU®
      Guaranteed Income Leader, 2011 -
    • Awarded to Patrick F. McKallagat CFP®, CLU®
      Member - Million Dollar Round Table (MDRT), '11, '12, '14, '15. The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. -