Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hager is a registered investment advisor representative in Illinois and Minnesota, affiliated with Oppenheimer & Co. Inc., with over 18 years of experience in the financial industry. Patrick has been with Oppenheimer & Co. Inc. since 2005, holding several roles over the years. Patrick is also a Chartered Financial Analyst. Patrick currently holds multiple licenses, including Series 7, 9, 10, 66 and SIE. Patrick has expertise in portfolio management for individuals and businesses, financial planning, and selection of other advisers. Patrick also has experience in the retirement and other entity types sector.
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
IL
12/17/2015 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
02/23/2005 - 08/15/2007
OPPENHEIMER & CO. INC. (CHICAGO IL)
BOTH
Issued 08/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
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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