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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Osullivan is an investment advisor representative with Savant Wealth Management in Rockford, Illinois. Patrick is a Series 6, 7, 63, 65, SIE, and 79TO licensed representative with over 20 years of experience in the financial services industry. Patrick has worked for firms such as Nuveen Securities, LLC, and Calamos Financial Services LLC. Patrick specializes in working with a wide range of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Patrick offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Patrick’s office is located at 190 BUCKLEY DRIVE in ROCKFORD, IL.
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
IL
02/22/2024 - Present
Savant Wealth Management (Lincolnshire IL)
IL
05/04/2023 - 02/20/2024
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
04/26/2005 - 04/11/2023
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
02/07/2000 - 07/30/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 07/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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