Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Glynn is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with Osaic Wealth, Inc., and has previously worked with firms such as Securities America, Inc., Investcorp, Inc., and NFP Advisor Services, LLC. Patrick's expertise includes financial planning, portfolio management, and pension consulting.
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
CT
06/14/2024 - Present
Osaic Wealth, Inc. (Farmington CT)
CT
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Farmington CT)
CT
01/06/2016 - 07/17/2020
INVESTACORP, INC. (Farmington CT)
CT
02/09/2010 - 12/31/2015
NFP ADVISOR SERVICES, LLC (FARMINGTON CT)
PA
02/04/2009 - 01/04/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
05/06/2003 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (WETHERSFIELD CT)
CT
01/21/2004 - 08/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
09/09/1999 - 09/06/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
07/31/1999 - 09/08/1999
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
07/31/1999 - 09/08/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NY
01/09/1998 - 02/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
11/02/1994 - 07/24/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
AZ
12/14/1992 - 09/23/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/17/1988 - 08/01/1989
CIGNA SECURITIES, INC.
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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