Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Omalley is a financial advisor with over 30 years of experience in the industry. Patricia has been registered with Benjamin F. Edwards & Company, Inc. since May 2013. Prior to that, Patricia was a financial advisor with Wells Fargo Advisors, LLC from 2008 to 2013, and before that, A. G. Edwards & Sons, Inc. from 2000 to 2008. Patricia has a wide range of experience working with individual investors, businesses, and charitable organizations.
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
MO
05/24/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
KS
01/01/2008 - 05/28/2013
WELLS FARGO ADVISORS, LLC (ABILENE KS)
KS
10/12/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ABILENE KS)
MO
07/17/1991 - 10/20/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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