Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Dunn is an investment advisor representative with Osaic FA, Inc. Patrick has been in the industry since 2008. Patrick's areas of expertise include retirement planning, portfolio management for businesses and individuals, and educational seminars. In addition to his role at Osaic FA, Inc., Patrick also owns and operates Copper Dunn, an insurance agency that provides group insurance, accident and health insurance, disability insurance, and traditional life insurance. Patrick is registered in several states including District of Columbia, Florida, Kentucky, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Virginia, and West Virginia.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/03/2014 - Present
Osaic FA, Inc. (SILVER SPRING MD)
MD
07/12/2011 - 11/13/2014
NEW ENGLAND SECURITIES (ROCKVILLE MD)
DE
10/01/2008 - 06/24/2011
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
02/20/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
IA
Issued 03/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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