Patricia McNeilly

Chartered Financial Consultant, Accredited Investment Fiduciary at American Portfolios Holdings Inc - Holbrook, NY, US

Patricia McNeilly's Colleagues at American Portfolios Holdings Inc
William Werner

advisor support center specialist

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Ray Parnell

investment advisory representative

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William Larkin

Investment Advisory Representative

Contact William Larkin

Daniel Stallings

investment advisor representative

Contact Daniel Stallings

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Patricia McNeilly's Contact Details
HQ
248-305-9966
Location
Company
American Portfolios Holdings Inc
Patricia McNeilly's Company Details
American Portfolios Holdings Inc logo, American Portfolios Holdings Inc contact details

American Portfolios Holdings Inc

Holbrook, NY, US • 250 - 499 Employees
Financial Services

Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.

Retirement Plan and Investment Consulting 401k 403b ERISA fiduciaries financial services broker/dealer independent broker/dealer B2B Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about American Portfolios Holdings Inc
Frequently Asked Questions about Patricia McNeilly
Patricia McNeilly currently works for American Portfolios.
Patricia McNeilly's role at American Portfolios is Chartered Financial Consultant, Accredited Investment Fiduciary.
Patricia McNeilly's email address is ***@americanportfolios.com. To view Patricia McNeilly's full email address, please signup to ConnectPlex.
Patricia McNeilly works in the Financial Services industry.
Patricia McNeilly's colleagues at American Portfolios Holdings Inc are William Werner, Ray Parnell, William Larkin, Daniel Stallings, Timothy Huber, Richard Arthur, James Germaine and others.
Patricia McNeilly's phone number is 248-305-9966
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