Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Harmon is an investment advisor representative at Osaic Wealth, Inc. based in ROANOKE, VA. Patrick has been in the financial services industry since January 24, 2012. Patrick is licensed in North Carolina, Indiana, Virginia, and West Virginia. Patrick is also a registered investment advisor in North Carolina and Virginia. Osaic Wealth, Inc. is a large financial firm with approximately 39,691 clients and $94.55 billion in assets under management.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (ROANOKE VA)
VA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ROANOKE VA)
VA
01/02/2018 - 07/17/2020
INVESTACORP, INC. (ROANOKE VA)
VA
01/24/2012 - 12/31/2017
EQUITY SERVICES, INC. (ROANOKE VA)
IA
Issued 10/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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