Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Connor is a financial advisor registered with Raymond James & Associates, Inc. Patrick has over 20 years of experience in the financial services industry. Patrick is licensed to offer securities and investment advice in Florida. Patrick specializes in providing financial planning, portfolio management, and other investment-related services to individuals, corporations, and charitable organizations. Patrick is also a member of the Executive Committee of Junior Achievement, a non-profit organization that provides financial literacy education to young people.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/01/2008 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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