Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick G. Donnelly is a financial advisor with Cbiz Investment Advisory Services, LLC located in Cleveland, OH. Patrick has over 10 years of experience in the financial services industry. Prior to joining Cbiz, Patrick worked at Fifth Third Securities, Inc. and Edward Jones. Patrick is a Certified Financial Planner and a Chartered Financial Analyst. He is licensed to sell securities in California and Ohio. Patrick specializes in providing financial planning, portfolio management, and retirement planning services. He works with a variety of clients, including individuals, families, businesses, and institutions. Patrick is committed to providing his clients with personalized service and helping them 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.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
OH
09/24/2019 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
05/08/2017 - 12/31/2021
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
OH
11/05/2012 - 05/05/2017
FIFTH THIRD SECURITIES, INC. (AVON LAKE OH)
OH
10/21/2011 - 05/09/2012
EDWARD JONES (AVON LAKE OH)
BOTH
Issued 11/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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