Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John Osullivan is a financial advisor with UBS Asset Management (us) Inc. Patrick has been in the financial industry since April 22, 2012 and is licensed to provide financial advice in New York. Patrick holds the Series 63, Series 24, SIE and Series 7 licenses. Patrick is currently based in New York, New York.
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.
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.
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2
NY
04/23/2012 - Present
UBS Asset Management (us) Inc. (NEW YORK NY)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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