Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Woodhouse is a financial advisor registered with Osaic Institutions, Inc. and has been in the industry since 2009. Patrick Woodhouse is a Series 65, Series 63 and Series 7 licensed professional and holds the SIE designation. Patrick Woodhouse is also registered to provide advisory services in Connecticut, Massachusetts, Florida, California, New York, North Carolina, Vermont, Missouri, Texas and South Carolina. Patrick Woodhouse has experience working with charitable organizations, individuals, corporations, and other 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
06/13/2016 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
10/11/2011 - 06/01/2016
LPL FINANCIAL LLC (EAST HARTFORD CT)
CT
09/30/2009 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SOUTH WINDSOR CT)
IA
Issued 03/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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