Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McDermott is a financial advisor with over 40 years of experience in the industry. Patrick has held various roles at different firms, including ING Financial Partners, Inc., Green Hill Financial Service Corporation, and Pro Services, Inc. Patrick is currently affiliated with Osaic Wealth, Inc., a firm with over 43,000 clients.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (STATEN ISLAND NY)
CT
12/03/1993 - 07/09/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NA
10/15/1981 - 12/06/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
10/07/1977 - 09/19/1981
PRO SERVICES, INC.
NA
12/01/1976 - 11/26/1977
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/22/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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