Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Callaghan is a financial advisor with J.P. Morgan Securities LLC. Patrick has been in the industry since 2000. His firm manages over $50 billion in assets for individuals, businesses and institutions. Patrick has experience in investment management for individuals and businesses. Patrick is also a Registered Investment Advisor (RIA).
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/24/2021 - Present
J.p. Morgan Securities LLC (LEVITTOWN NY)
NY
11/25/2015 - 08/15/2016
AXA ADVISORS, LLC (WOODBURY NY)
NY
10/23/2013 - 12/10/2013
PRUCO SECURITIES, LLC. (UNIONDALE NY)
NY
04/19/2011 - 10/18/2011
BLUE POINT SECURITIES INC. (NEW YORK NY)
NY
04/05/2000 - 06/17/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
05/27/1998 - 02/22/2000
WEISS, PECK & GREER, L.L.C. (BOSTON MA)
NY
02/16/1993 - 04/01/1998
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
BOTH
Issued 01/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/13/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 05/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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