Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Oneil is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.. Patrick has been in the securities industry since 1996. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) in the states of Connecticut, Florida, Massachusetts and Texas. Patrick specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and market timing services. Patrick has a history of working with MML Investors Services, LLC, Banc of America Investment Services, Inc., Quick & Reilly, Inc., FIS Securities, Inc., Fleet Enterprises, Inc., Compulife Investor Services, Inc., Linsco/Private Ledger Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick is a member of Hampden County Regional Retirement Board.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/25/2023 - Present
Cambridge Investment Research Advisors, Inc. (BELCHERTOWN MA)
MA
12/20/2006 - 05/23/2013
MML INVESTORS SERVICES, LLC (BELCHERTOWN MA)
MA
10/20/2004 - 11/28/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (TURNER FALLS MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/18/2000 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
05/17/2000 - 05/19/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
MN
01/15/1999 - 05/12/2000
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
SC
02/13/1998 - 02/17/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
09/05/1996 - 12/26/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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