Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Curran is a financial advisor with over 27 years of experience in the financial services industry. Patricia is currently registered with Osaic Wealth, Inc. Patricia's previous experience includes working with Cambridge Investment Research, Inc., LaSalle St Securities, L.L.C., CCO Investment Services Corp., Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, M. R. Beal & Company, and Bear, Stearns & Co. Inc. Patricia specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
MA
09/01/2023 - Present
Osaic Wealth, Inc. (NEEDHAM HEIGHTS MA)
RI
11/01/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CRANSTON RI)
RI
06/05/2014 - 11/04/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (North Providence RI)
RI
08/05/2010 - 05/12/2014
LASALLE ST SECURITIES, L.L.C. (GREENVILLE RI)
RI
08/09/2005 - 08/12/2010
CCO INVESTMENT SERVICES CORP. (SMITHFIELD RI)
RI
01/02/2001 - 08/01/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/03/1999 - 01/04/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
10/20/1995 - 02/21/1996
M. R. BEAL & COMPANY (NEW YORK NY)
NY
11/11/1992 - 09/27/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 11/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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