Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Copeland Currall is a financial advisor registered with Seia. Patrick has been in the financial services industry since February 3, 2003. Patrick is licensed to offer financial advice in Alaska and California. Patrick holds a variety of licenses, including Series 7, Series 6, Series 63, and Series 66. Patrick is also a registered Investment Advisor Representative in the state of California. Patrick has a strong background in helping individuals, corporations, and charitable organizations achieve their 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.
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
07/26/2021 - Present
Seia (Newport Beach CA)
CA
07/23/2021 - 08/23/2023
OSAIC WEALTH, INC. (NEWPORT BEACH CA)
CA
11/18/2011 - 07/28/2021
CITIGROUP GLOBAL MARKETS INC. (SAN CLEMENTE CA)
CA
01/02/2009 - 11/18/2011
ING FINANCIAL PARTNERS, INC. (VAN NUYS CA)
CA
06/22/2004 - 12/06/2007
U.S. BANCORP INVESTMENTS, INC. (LOS ANGELES CA)
CA
05/16/2002 - 06/24/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
AZ
01/08/2002 - 05/23/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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