Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G.? Claim Your ProfileG. Patrick Monaghan is an investment advisor representative at Osaic Wealth, Inc. G. Patrick has over 50 years of experience in the financial services industry, having worked for several firms, including Securities America, Inc., Invest Financial Corporation, Ensemble Financial Services, Inc., Nationwide Securities, LLC, and 1717 Capital Management Company. G. Patrick is registered with the state of New York and holds several industry licenses, including Series 7TO, SIE, Series 1, and Series 2. Osaic Wealth, Inc. is a registered investment advisor that provides a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/20/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
06/30/2011 - 12/04/2017
INVEST FINANCIAL CORPORATION (PITTSFORD NY)
NY
06/04/2010 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
08/01/2008 - 12/19/2008
NATIONWIDE SECURITIES, LLC (PITTSFORD NY)
NY
11/12/1969 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (PITTSFORD NY)
OH
04/05/1983 - 08/18/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NA
01/14/1977 - 07/29/1989
PROVIDENT MARKETING CORPORATION
NA
06/19/1983 - 01/11/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
01/04/1980 - 05/30/1981
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
01/25/1974 - 01/14/1977
PROVIDENT NATIONAL EQUITIES, INC.
BC
Issued 02/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1969
Series 1 - Registered Representative Examination
BC
Issued 11/01/1969
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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