Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Hudec is a financial advisor with Oppenheimer & Co. Inc. located in Beachwood, OH. Patrick has over 35 years of experience in the financial industry, having started in 1987. Previously, Patrick worked at Stifel, Nicolaus & Company, Incorporated, Butler, Wick & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, McDonald & Company Securities, Inc., and Prudential-Bache Securities Inc. Patrick holds Series 7, 63 and 65 licenses. Patrick specializes in working with individuals, families, corporations, retirement plans, and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
10/29/2013 - Present
Oppenheimer & Co. Inc. (BEACHWOOD OH)
OH
03/10/2009 - 10/31/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PEPPER PIKE OH)
OH
04/11/2003 - 03/10/2009
BUTLER, WICK & CO., INC. (BEACHWOOD OH)
NY
04/14/1997 - 04/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
07/17/1992 - 04/14/1997
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
07/31/1989 - 07/24/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
02/24/1987 - 08/03/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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