Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Steven O'Clair is a financial advisor registered with Cuso Financial Services, LP based in High Point, North Carolina. Patrick has been in the financial industry for over 10 years and has experience in providing financial advice to individuals, families, and businesses. Patrick is licensed in North Carolina and Michigan, and holds the Series 7TO, Series 66, and SIE licenses. Patrick's expertise includes financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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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NC
09/19/2023 - Present
Cuso Financial Services, LP (High Point NC)
BOTH
Issued 09/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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