Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGovern is an investment advisor representative with Osaic Advisory Services, LLC and has been in the industry since August 1996. Patrick is registered with the state of New York and California. He is also registered as an investment advisor representative with American Portfolios Financial Services, Inc., PPS Advisors, Inc. and Osaic Wealth, Inc. Patrick holds a Series 66, Series 63, Series 24, Series 7 and SIE license. Patrick specializes in working with individuals, corporations, high net worth individuals, trusts, estates, charitable organizations, and pension & profit-sharing plans.
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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2
GA
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NY
08/21/1996 - 11/03/2014
SECURITIES SERVICE NETWORK, INC. (SMITHTOWN NY)
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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