Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Okosodo is a financial professional with CRC-IB and has been in the industry since April 2021. Patrick has a Series 63, Series 79TO and a SIE. Patrick holds active registrations with FINRA and is registered with the state regulators in California and New York.
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.
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.
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2
CA
04/20/2021 - Present
CRC-IB (San Francisco CA)
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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