Unclaimed
Patrick Michael Omeara is a financial advisor who has been in the industry since July 2022. Patrick is currently registered with Moelis & Co. LLC and holds the Series 7, Series 79 and SIE licenses. Patrick is located in Houston, TX.
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.
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.
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2
TX
07/16/2022 - Present
Moelis & Co. LLC (HOUSTON TX)
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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