Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Omalley is a financial advisor with over 30 years of experience in the industry. Patrick has held positions with Avantax Investment Services, Inc., Warner Group, Inc., and Commercial Federal Capital Corporation. Patrick is registered with the state of Nebraska and is currently employed with Avantax Investment Services, 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.
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.
1
2
NE
02/12/1998 - Present
Avantax Investment Services, Inc. (Omaha NE)
IA
07/18/1994 - 02/25/1998
WARNER GROUP, INC. (WATERLOO IA)
NA
10/19/1984 - 07/16/1990
COMMERCIAL FEDERAL CAPITAL CORPORATION
NA
10/18/1983 - 03/20/1984
REAL ESTATE SECURITIES CORPORATION OF AMERICA
IA
Issued 08/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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