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Patrick Younis
from Minichmacgregor Wealth Management, LLC
Patrick Younis is a financial advisor based in New York, Saratoga Springs,
with 20 years of experience. Patrick currently works for
Minichmacgregor Wealth Management, LLC.
Patrick maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick Younis works at Minichmacgregor Wealth Management, LLC
Minichmacgregor Wealth Management, LLC is a financial advisory firm based in Saratoga Springs, New York. It currently has approximately $501,300,482 of assets under management and employs about 9 people. Minichmacgregor Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
21 Congress Street, Suite 203, Saratoga Springs, New York, 12866
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