Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia O'Connor is a financial professional with over 14 years of experience in the financial services industry. Patricia is currently registered with Profunds Distributors, Inc. in New York, New York. Prior to joining Profunds Distributors, Inc., Patricia was employed by Invesco Distributors, Inc. and OppenheimerFunds Distributor, Inc. Patricia holds the Series 7, Series 63, and SIE licenses and is registered to sell securities in New York.
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.
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.
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2
NY
05/23/2022 - Present
Profunds Distributors, Inc. (New York NY)
NY
05/25/2019 - 04/18/2022
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
08/05/2009 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 08/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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