Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Oconnell is a registered representative with Principal Securities, Inc. Patrick has been in the securities industry since November 1989. Patrick is licensed to sell securities in the state of New York. Patrick is affiliated with the Melville, New York branch office of Principal Securities, Inc. Patrick has also held previous registrations with firms including Metlife Securities, Inc., Metropolitan Life Insurance Company, Granite Securities, LLC, Signator Investors, Inc., John Hancock Mutual Life Insurance Company, Liberty Securities Corporation, and Pruco Securities Corporation. Patrick's registrations with these firms are now inactive.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
06/30/2021 - Present
Principal Securities, Inc. (Melville NY)
NY
02/01/2005 - 06/18/2010
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
02/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
09/02/2002 - 01/28/2005
GRANITE SECURITIES, LLC (WOODBURY NY)
MA
02/20/1995 - 09/13/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/20/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/21/1986 - 02/24/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
11/30/1983 - 03/22/1984
PRUCO SECURITIES CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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