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 Geary is a financial advisor with over 30 years of experience. Patrick is registered with Osaic Wealth, Inc. and provides financial planning services to individuals, families, and businesses. Patrick has a wide range of experience in the financial services industry and has held positions with various firms, including Voya Financial Advisors, Inc., Securities America, Inc. and Valic Financial Advisors, Inc. Patrick has also been actively coaching and mentoring individuals for over 15 years.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
11/11/2021 - 06/14/2024
SECURITIES AMERICA, INC. (ERIE PA)
PA
06/06/2014 - 11/29/2021
VOYA FINANCIAL ADVISORS, INC. (ERIE PA)
PA
09/29/2000 - 06/12/2014
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
TX
03/24/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
PA
04/13/2000 - 09/26/2000
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
TX
03/24/2000 - 04/13/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
OH
12/12/1994 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
11/11/1994 - 12/16/1995
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
MA
08/13/1993 - 09/16/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/13/1993 - 09/16/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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