Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lee Williams is a financial advisor with over 20 years of experience in the financial services industry. Patrick currently works with Osaic Wealth, Inc., a firm that provides investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Prior to joining Osaic Wealth, Inc., Patrick worked with Securities America, Inc., SA Stone Wealth Management Inc., and WRP Investments, Inc. Patrick holds a variety of licenses and registrations, including Series 6, 7, 63, and 65. Patrick is also a Certified Financial Planner.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (YOUNGSTOWN OH)
PA
01/02/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CARLISLE PA)
PA
09/12/2014 - 01/02/2020
SA STONE WEALTH MANAGEMENT INC. (Carlisle PA)
PA
01/12/2010 - 09/12/2014
WRP INVESTMENTS, INC. (Carlisle PA)
PA
10/08/2001 - 01/12/2010
NATIONAL PLANNING CORPORATION (MECHANICSBURG PA)
KS
05/03/1999 - 10/15/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 1/4/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 4/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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