Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Whelan is a financial advisor with over 23 years of experience in the industry. Patrick currently works with LPL Financial LLC and has worked at a few other firms throughout his career, including OSAIC WEALTH, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC. Patrick has a broad range of licenses and registrations, including Series 7, Series 63, Series 66, and Series 26, demonstrating his commitment to meeting the needs of his clients. Patrick provides financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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
07/02/2024 - Present
LPL Financial LLC (DELRAY BEACH FL)
NJ
11/29/2006 - 07/05/2024
OSAIC WEALTH, INC. (EATONTOWN NJ)
NJ
09/05/2001 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
CT
01/04/2000 - 08/28/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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