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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Fitzpatrick is a financial advisor with Osaic Wealth, Inc. Paul Fitzpatrick is a registered investment advisor with 23 years of experience in the financial services industry. Paul Fitzpatrick is currently registered with Osaic Wealth, Inc. and has been registered with this firm since September 2023. Paul Fitzpatrick's previous registrations include Sagepoint Financial, Inc., SunAmerica Securities, Inc. and Intersecurities, Inc. Paul Fitzpatrick is a Series 66 and Series 7 licensed advisor. Paul Fitzpatrick specializes in working with High-Net-Worth Individuals, corporations or other businesses, individuals other than high-net-worth and pension and profit sharing 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.
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
09/01/2023 - Present
Osaic Wealth, Inc. (SOUTHBURY CT)
CT
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SOUTHBURY CT)
AZ
12/05/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
12/19/2000 - 12/10/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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