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'Connor is a financial advisor with HHM Wealth Advisors, LLC, located in Chattanooga, Tennessee. Patrick has over 10 years of experience in the financial services industry. Patrick has a Series 7 and Series 66 license and is a Certified Financial Planner. Patrick is a board member at the Germantown Performing Arts Center and Children's Museum of Memphis.
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.
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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TN
07/09/2024 - Present
HHM Wealth Advisors, LLC (CHATTANOOGA TN)
TN
03/25/2014 - 04/02/2015
DUNCAN-WILLIAMS, INC. (MEMPHIS TN)
BOTH
Issued 04/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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