Unclaimed
Patrick Ryan O'gara is a financial professional with over 14 years of experience in the industry. Patrick is currently registered with Park Avenue Securities LLC, providing financial advice and investment services to individuals and families. Patrick specializes in providing financial planning, portfolio management, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NY
04/22/2024 - Present
Park Avenue Securities LLC (RYE BROOK NY)
IA
Issued 03/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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