Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ryan is a financial advisor with over 12 years of experience in the financial services industry. Patrick currently works at Osaic Wealth, Inc., and is licensed to provide investment advice in Florida and New York. Patrick has also previously worked at FSC Securities Corporation, UBS Financial Services Inc., MML Investors Services, LLC, and Hornor, Townsend & Kent, Inc. Patrick holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Patrick also holds the Certified Financial Planner designation. Patrick offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
NY
11/03/2023 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
07/24/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ROCHESTER NY)
NY
07/18/2013 - 07/26/2019
UBS FINANCIAL SERVICES INC. (WILLIAMSVILLE NY)
NY
09/19/2012 - 05/29/2013
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
11/23/2010 - 08/30/2012
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
IA
Issued 08/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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