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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'shea Driscoll is a financial advisor with over 20 years of experience in the industry. Patrick O'shea Driscoll is currently registered with Cetera Investment Advisers LLC and has been with them since June 2023. Previously, Patrick O'shea Driscoll worked for VOYA FINANCIAL ADVISORS, INC. and Ameriprise Financial Services, Inc. Patrick O'shea Driscoll has a broad range of experience, working with individuals, businesses, pension plans, and charitable organizations. Patrick O'shea Driscoll is also a Certified Financial Planner.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (BRIDGEWATER MA)
MA
05/19/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BRIDGEWATER MA)
MA
11/24/1999 - 05/25/2011
AMERIPRISE FINANCIAL SERVICES, INC. (RAYNHAM MA)
MN
11/24/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 4/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/6/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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