Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Phillips is a financial professional with over 40 years of experience in the industry. Patrick is currently registered with Osaic Wealth, Inc. in Amarillo, TX. Patrick specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Patrick has previously worked with a number of other firms including ALLSTATE FINANCIAL SERVICES, LLC, FIRST INDEPENDENT FINANCIAL SERVICES, INC., STERNE AGEE FINANCIAL SERVICES, INC., EQUITY LEADERSHIP SECURITIES GROUP, INC., NEIDIGER, TUCKER, BRUNER, INC., MULTI-FINANCIAL SECURITIES CORPORATION, INTEGRATED RESOURCES EQUITY CORPORATION, PRUCO SECURITIES CORPORATION, PEBSCO SECURITIES CORP., USLIFE EQUITY SALES CORP., and IDS MARKETING CORPORATION. Patrick offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
TX
06/17/2022 - Present
Osaic Wealth, Inc. (AMARILLO TX)
TX
04/04/2007 - 06/21/2022
ALLSTATE FINANCIAL SERVICES, LLC (AMARILLO TX)
OK
10/03/2006 - 04/05/2007
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
TX
07/10/2003 - 09/19/2006
STERNE AGEE FINANCIAL SERVICES, INC. (AMARILLO TX)
FL
10/04/2004 - 04/08/2005
EQUITY LEADERSHIP SECURITIES GROUP, INC. (TAMPA FL)
CO
06/02/1998 - 07/14/2003
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
CO
10/06/1989 - 06/09/1998
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
07/24/1986 - 10/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/21/1987 - 04/13/1989
PRUCO SECURITIES CORPORATION
NA
02/25/1982 - 08/21/1987
PEBSCO SECURITIES CORP.
NA
05/25/1984 - 04/18/1986
USLIFE EQUITY SALES CORP.
NA
05/18/1983 - 05/09/1984
IDS MARKETING CORPORATION
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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