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 Egan is an investment advisor representative at Western International Securities, Inc. Patrick has been in the securities industry since January 21, 1998 and is registered in Arizona, California, Colorado, Florida, Idaho, Nevada, Oregon, South Carolina, Texas, Utah, Virginia and Washington. Patrick holds Series 4, 7, 24, 63 and 65 licenses. Patrick also offers insurance products including Fixed annuities, Life/Health, Long-Term Care and Variable annuities. Patrick is a licensed Tax Preparer and provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
1
2
CA
01/04/2012 - Present
Western International Securities, Inc. (Pasadena CA)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2001
Series 4 - Registered Options Principal Examination
BC
Issued 02/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Egan is the right advisor for you? Invested Better is here to help.
