Unclaimed
Patrick Ryan O'Connell is an Investment Advisor Representative with Laureate Wealth Management, LLC. Patrick is registered to provide investment advice in Illinois and has been in the industry since January 2020. Patrick holds the Series 65 and SIE exams. Patrick specializes in providing financial planning, investment management for individuals, and portfolio management for pooled investment vehicles. Patrick’s current employment with Laureate Wealth Management began in January 2020. Prior to joining Laureate Wealth Management, Patrick worked at The Home Depot, Wheaton College, and was a student.
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.
Helps you choose top advisors aligned with your 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.
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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IL
05/05/2020 - Present
Laureate Wealth Management, LLC (GLEN ELLYN IL)
IA
Issued 05/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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