Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Manion is a financial advisor with Osaic Wealth, Inc., located in Scottsdale, Arizona. Patrick has over 15 years of experience in the financial services industry and has a strong understanding of investment strategies and financial planning. Patrick is committed to providing personalized financial advice to help clients 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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2
AZ
10/10/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
04/30/2018 - 09/12/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
05/05/2016 - 02/15/2018
CETERA INVESTMENT SERVICES LLC (WAYNE NJ)
CT
09/29/2014 - 03/04/2016
LPL FINANCIAL LLC (ROCKY HILL CT)
MA
11/15/2013 - 07/11/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
CT
04/24/2008 - 11/07/2013
PEOPLE'S SECURITIES, INC. (WINSTED CT)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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