Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Culligan is a financial advisor with Osaic Wealth, Inc. based in Hillsboro, OR. Patrick has been in the financial services industry since 1982, and has a wide range of experience working with individuals, families, and businesses. Patrick holds a Series 7, Series 24, and Series 63 license, and is a Certified Financial Planner. Patrick is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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
OR
06/14/2024 - Present
Osaic Wealth, Inc. (HILLSBORO OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HILLSBORO OR)
OR
01/02/1991 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (HILLSBORO OR)
NA
03/01/1989 - 12/31/1990
FIRST PACIFIC CAPITAL CORPORATION
CA
07/19/1983 - 03/01/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
01/29/1985 - 10/28/1985
FREEMAN FINANCIAL SERVICES CORPORATION
NA
07/22/1982 - 07/25/1983
UNIVERSITY SECURITIES CORPORATION
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Culligan is the right advisor for you? Invested Better is here to help.
