Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Brian Ahern is a financial professional with over 20 years of experience in the industry. Patrick is currently registered with Centaurus Financial, Inc. and is licensed in Arizona, California, Michigan, Nevada, New Hampshire, Tennessee, Texas, and Washington. Patrick is Series 6, 26, and 63 licensed and holds the SIE designation. Prior to joining Centaurus Financial, Inc. Patrick was affiliated with Securities America, Inc. and Woodbury Financial Services, Inc.
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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CA
08/16/2019 - Present
Centaurus Financial, Inc. (LONG BEACH CA)
CA
11/13/2012 - 08/22/2019
SECURITIES AMERICA, INC. (LONG BEACH CA)
CA
12/03/2001 - 11/14/2012
WOODBURY FINANCIAL SERVICES, INC. (LONG BEACH CA)
BC
Issued 09/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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