Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Weishan is a financial advisor with Osaic Wealth, Inc., based in Vista, CA. Patrick has over 30 years of experience in the financial services industry, specializing in a broad range of investment and financial planning services for individuals and businesses. Patrick holds both Series 6, 7, and 63 licenses and has successfully completed the Series 65 exam.
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. (VISTA CA)
CA
11/20/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (VISTA CA)
CA
07/23/1997 - 11/20/2006
ING FINANCIAL PARTNERS, INC. (SAN DIEGO CA)
MN
01/01/1991 - 07/23/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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