Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Connor is a financial advisor registered with Stonex Advisors Inc. Patrick is a CERTIFIED PUBLIC ACCOUNTANT. Patrick has been in the financial services industry for 30 years, having started in 1993. In addition to his work as an investment advisor, Patrick is also a licensed insurance agent. Patrick is registered with the following state securities regulators: Indiana, Kentucky, Massachusetts, Ohio, and South Carolina.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
AL
01/01/2025 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
07/12/2001 - 04/16/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
IA
02/11/1993 - 07/12/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
CA
02/11/1993 - 07/16/1999
PACIFIC INLAND SECURITIES CORPORATION (STOCKTON CA)
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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