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'Neill is an active financial advisor with over 40 years of experience in the industry. Patrick has been with Raymond James Financial Services Advisors, Inc. since February 2018, and has held previous roles with firms like Morgan Stanley, UBS Financial Services Inc., and Kemper Securities Group, Inc.. Patrick holds the Series 6, 7, 8, 22, 31, 63, and 65 licenses, and has a Certified Financial Planner designation. Patrick specializes in providing a variety of financial planning and advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Patrick currently provides advisory services to a wide range of clients, including individuals, families, trusts, estates, corporations, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
11/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (PLYMOUTH MI)
MI
06/01/2009 - 02/20/2018
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
10/31/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LIVONIA MI)
MI
11/21/1990 - 11/06/2008
UBS FINANCIAL SERVICES INC. (PLYMOUTH MI)
MO
09/04/1990 - 11/16/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
08/16/1983 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
06/10/1981 - 07/29/1983
IDS LIFE INSURANCE COMPANY
NA
06/10/1981 - 07/29/1983
IDS MARKETING CORPORATION
NA
06/10/1981 - 07/29/1983
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 10/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/08/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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