Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Brennan is a financial advisor with over 16 years of experience in the financial services industry. Patrick has a deep understanding of the financial markets and is committed to providing personalized financial advice to individuals and families. Patrick holds a Series 6, 7, 63, and 65 securities license as well as the SIE designation. Patrick is currently registered with Osaic Wealth, Inc. in Connecticut, Florida, Maine, and North Carolina. Previously, Patrick was registered with Woodbury Financial Services, Inc. in Maine. Patrick is also an insurance agent with Brennan Partners Inc., a life and health insurance company. Patrick’s experience, knowledge, and dedication to helping clients achieve their financial goals makes Patrick a valuable resource for any individual or family seeking financial advice.
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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ME
10/08/2024 - Present
Osaic Wealth, Inc. (WINTHROP ME)
ME
03/15/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WINTHROP ME)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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