Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Odonnell is an investment advisor representative with LPL Financial LLC. Patrick is a registered representative in North Carolina and South Carolina, and is also registered as an investment advisor representative in North Carolina. Patrick has been in the financial services industry for over 5 years. He specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Patrick has a passion for helping people achieve their financial goals. He is committed to providing his clients with personalized service and a tailored approach to meet their unique needs.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
05/31/2022 - Present
LPL Financial LLC (FORT MILL SC)
CA
06/12/2019 - 07/30/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
WI
10/02/2017 - 04/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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