Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Brien Jr is a financial advisor based in Lutherville, MD. Patrick has been in the financial industry since 2001. Patrick is a registered representative of PFS Investments Inc. and has a Series 6, Series 63 and Series 65 licenses. Patrick is a financial advisor who can provide advice on a variety of financial matters. Patrick can help you plan for your future, manage your investments, and protect your assets.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/16/2011 - Present
PFS Investments Inc. (LUTHERVILLE MD)
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick O brien jr is the right advisor for you? Invested Better is here to help.
