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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Cahill is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. Patrick has been in the financial services industry since March 12, 1997. Patrick holds Series 7, 31, and 63 securities licenses as well as Series 65 investment advisor license. Patrick is also a Certified Financial Planner. Patrick has experience working with individual and business clients. Patrick provides financial planning and investment management services.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
01/13/2017 - 06/14/2024
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
CA
12/01/2011 - 02/06/2017
LPL FINANCIAL LLC (MISSION VIEJO CA)
CA
06/01/2009 - 12/22/2011
MORGAN STANLEY SMITH BARNEY (LAGUNA NIGUEL CA)
CA
01/23/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)
CA
03/13/1997 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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