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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Justin Cosgrove is an investment advisor representative registered with Eaton Vance Management. Patrick has been in the industry since 1990 and has experience with investment banking, securities, and commodities. Patrick has passed the Series 3, 7, 63, 65, 79TO, and SIE exams. Eaton Vance Management is an investment advisor firm that provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm has a diverse client base, including insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
08/13/2009 - Present
Eaton Vance Management (BOSTON MA)
MA
12/01/1995 - 02/27/2001
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
IL
01/14/1991 - 02/15/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
05/25/1988 - 01/18/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 08/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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