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'Donovan is an active investment advisor representative with Raymond James & Associates, Inc.. Patrick has been in the securities industry for over 25 years. Patrick's experience in the financial services industry includes prior roles at SunTrust Investment Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc.. Patrick holds Series 7, Series 9, Series 10, Series 63, and Series 65 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
09/26/2017 - Present
Raymond James & Associates, Inc. (Carmel IN)
TN
08/30/2016 - 08/30/2017
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
NC
06/01/2009 - 02/19/2016
MORGAN STANLEY (CHARLOTTE NC)
KY
02/06/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEXINGTON KY)
GA
07/27/1993 - 02/07/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 03/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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