Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Williams is an experienced financial professional with over 24 years of experience in the industry. He is currently registered with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Patrick holds a variety of licenses and certifications, including the Series 6, 7, 63, and 65. His areas of specialization include retirement planning, college savings, estate planning, and investment management. He is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (CARLISLE PA)
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 01/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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