Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gerard Kress is a financial advisor with over 6 years of experience in the financial services industry. Patrick is currently registered with Osaic Wealth, Inc. Previously, Patrick was affiliated with Signator Investors, Inc. Patrick has a strong understanding of the financial markets and a commitment to providing personalized financial advice to clients. Patrick is dedicated to helping clients achieve their financial goals and believes in building long-term relationships with clients. Patrick is also committed to staying up-to-date on the latest financial trends and regulations and provides clients with the information they need to make informed financial decisions.
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.
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2
PA
01/05/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
09/25/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (ERIE PA)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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