Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick C. Passaretti is an investment advisor representative with Osaic Wealth, Inc. Patrick has been in the securities industry since 2016. Patrick holds a Series 7, Series 66 and SIE license and is registered with the Financial Industry Regulatory Authority (FINRA). Patrick is also registered as an investment advisor representative in Arizona, California, Colorado, Connecticut, Florida, Georgia, Indiana, Kentucky, Maine, Massachusetts, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Patrick provides financial planning services to individuals, businesses, and retirement plans. Patrick is a member of PPS Advisors, Inc., which is utilized as a DBA for marketing purposes. Patrick also holds a membership interest in KARAPAT REALTY LLC.
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.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
BOTH
Issued 12/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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