Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Leland Curtin is a financial advisor with over 24 years of experience in the industry. Patrick is a registered representative of Osaic Wealth, Inc. and has been with the firm since August 2024. Previously, Patrick was registered with Triad Advisors LLC from August 2008 to August 2024. Patrick has a wide range of experience in the financial services industry, including experience working at firms such as Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Patrick holds a Series 66, Series 31, and Series 7 licenses and is registered to provide investment advice in 16 states. Patrick is also a member of Trout Unlimited Monadnock Chapter #333 and is a 1/3 owner of Double Haul, LLC dba Stone River Outfitters. Patrick specializes in financial planning, portfolio management, and insurance 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.
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
NH
08/23/2024 - Present
Osaic Wealth, Inc. (PETERBOROUGH NH)
NH
08/25/2008 - 08/23/2024
TRIAD ADVISORS LLC (PETERBOROUGH NH)
MA
10/20/2004 - 08/27/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NANTUCKET MA)
NY
08/21/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/19/1999 - 08/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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