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'Connor is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Patrick is a veteran of the financial services industry with over 20 years of experience. Patrick's previous employment history includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Patrick is a registered representative in 18 states including Illinois, Texas, California, New York and Florida. Patrick specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals. Patrick is also a Registered Investment Advisor in Illinois and Texas.
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.
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.
Investment consulting services to institutional clients
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.
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2
IL
08/05/2013 - Present
Wells Fargo Advisors Financial Network, LLC (ALGONQUIN IL)
IL
11/26/2004 - 09/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRYSTAL LAKE IL)
NY
07/12/2000 - 12/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 3 - National Commodity Futures Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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