Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCormick is an experienced financial advisor with over 40 years in the industry. Patrick is currently registered with Osaic Wealth, Inc. and has previously held positions at SagePoint Financial, Inc., SunAmerica Securities, Inc., Finance 500, Inc., American Planners and Advisors, Inc., Evergreen Capital, Inc., Financial Planners Equity Corporation, and University Securities Corporation. Patrick's expertise covers a wide range of services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
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.
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2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (NEWPORT BEACH CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
AZ
10/25/1993 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/11/1985 - 11/08/1993
FINANCE 500, INC. (IRVINE CA)
NA
08/10/1984 - 07/15/1985
AMERICAN PLANNERS AND ADVISORS, INC.
NA
04/13/1983 - 08/07/1984
EVERGREEN CAPITAL, INC.
NA
03/11/1981 - 03/28/1982
FINANCIAL PLANNERS EQUITY CORPORATION
NA
09/20/1978 - 01/31/1981
UNIVERSITY SECURITIES CORPORATION
BC
Issued 05/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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