Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Healy is a financial advisor with CWM, LLC, specializing in investments, financial planning, and selection of other advisors. Patrick holds a Series 7, Series 63, and SIE license. Patrick has experience working with individuals, high net worth individuals, and corporations or other businesses. Prior to joining CWM, LLC, Patrick worked with LPL Financial LLC and Northeast Planning Associates, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
11/21/2023 - Present
CWM, LLC (OMAHA NE)
MA
12/03/2018 - 11/06/2019
LPL FINANCIAL LLC (WALTHAM MA)
BC
Issued 02/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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