Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick anthony michael? Claim Your ProfilePatrick Anthony Michael Ocallaghan is a registered representative and financial advisor at Wedbush Securities Inc. with experience in the financial services industry. Patrick has a strong focus on building trust with their clients and delivering personalized financial advice. Patrick holds Series 3, 7TO, 63, and SIE licenses. Their financial planning expertise includes individual investors, high-net-worth individuals, corporations, and charitable organizations. Patrick's priorities include understanding individual needs and developing strategies to achieve financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
05/10/2021 - Present
Wedbush Securities Inc. (CHICAGO IL)
BC
Issued 05/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2024
Series 30 - NFA Branch Manager Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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