Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ryan Crowley is a financial advisor at Oppenheimer & Co. Inc., specializing in providing portfolio management for individuals, businesses, and pooled investment vehicles. Patrick Crowley is also a registered representative in California, providing financial planning and pension consulting services. Patrick Ryan Crowley has been in the financial services industry since 2021 and has a broad range of experience, including previous roles with Robert Half and True Home Heating and Air Conditioning. He has earned the Series 66, Series 10, Series 9, Series 99TO, Series 7TO, and SIE 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/17/2022 - Present
Oppenheimer & Co. Inc. (NEWPORT BEACH CA)
BOTH
Issued 05/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2024
Series 99TO - Operations Professional Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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