ADVISOR BIO

Patrick John Clark is an Investment Advisor Representative at Charter Research & Investment Group Inc. in Southport, CT. Patrick John Clark has been in the financial services industry since May 1993. Patrick John Clark is registered with the state of Connecticut and has a Series 65 license. Patrick John Clark specializes in providing financial planning and portfolio management for individuals.

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ADVISOR BIO

Patrick Clark is a financial advisor with Commonwealth Financial Network. Patrick has been in the financial industry since 1999 and has experience working with individuals, families, businesses, and institutions. Patrick holds Series 6, 7, 24, 65, and 66 licenses. Patrick is also a registered representative in the following states: Arizona, Arkansas, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin. Patrick is also a Registered Investment Advisor in Connecticut. Patrick is a member of the Financial Industry Regulatory Authority (FINRA). Patrick offers a variety of financial services including financial planning, portfolio management, and investment advice.

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ADVISOR BIO

Patrick O'Shaughnessy is an investment advisor representative of O'Shaughnessy Asset Management, LLC. Patrick is a registered investment advisor in Connecticut. Patrick is the author of the book: Millennial Money: How Young Investors Can Build a Fortune. Patrick is a blogger at InvestorsFieldGuide.com and podcaster/host of Invest Like the Best & Founder'sField Guide Podcasts through the Single Member LLC - Frontier Laboratories, L.L.C. & Subsidiary Colossus Inc. and Manager/CEO of Positive Sum Advisors LLC as well as other various passive investments vehicles. Patrick is a member of the board of directors of Prefect Technologies Inc., and the advisory board of Bottomless Inc.

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ADVISOR BIO

Patrick Downes is a Financial Advisor at Chatsworth Securities LLC. Patrick has been in the industry since 1993 and is licensed to sell securities in Connecticut, Florida, and New York. Patrick previously worked at Mischler Financial Group, Inc., Academy Securities, Inc., Brant Point Capital, LLC, Deutsche Bank Securities Inc., FIMAT USA, LLC, VCross Capital Markets LLC, A.K. Capital, LLC, Greenwich Capital Markets, Inc., Daiwa Securities America Inc., Citicorp Securities Markets, Inc. and Salomon Brothers Inc.

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ADVISOR BIO

Patrick Lynch is a financial advisor with over 13 years of experience in the industry. Patrick is currently registered with Global Atlantic Distributors, LLC. Patrick is licensed in Connecticut.

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ADVISOR BIO

Patrick William Laliberte is a registered representative with W G Securities, LLC. Patrick is licensed in Connecticut. His current registration with FINRA is active. Patrick has been active in the securities industry since November 2020. He has passed the Series 63, Series 79TO, and SIE exams.

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ADVISOR BIO

Patrick John Fortunato is a financial professional with over 35 years of experience in the financial services industry. Patrick John Fortunato is currently registered with PFS Investments Inc. in Connecticut and is also licensed in California, Connecticut, Massachusetts, and New York. Patrick John Fortunato specializes in providing investment advice and portfolio management services to individuals. Patrick John Fortunato has experience working with individuals, corporations, and charitable organizations.

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ADVISOR BIO

Patrick Ross is a financial professional with over 10 years of experience in the industry. Patrick has a strong track record of success in providing financial advice and investment management services. He is currently employed by J.p. Morgan Securities LLC in their New Canaan, CT office. Prior to that, Patrick worked with Northwestern Mutual Investment Services, LLC and BGC Financial, L.P. in New York. Patrick has a Series 7, Series 63 and SIE licenses and is registered in 8 states.

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ADVISOR BIO

Patrick Francis Sullivan is a financial advisor with Connecticut Wealth Management, LLC. Patrick is registered as an Investment Advisor Representative with the state of Connecticut. Patrick has been in the financial industry since September 2013 and has held previous positions at Sullivan & Company CPAs, Asset Strategies, Inc., and Connecticut Wealth Management, LLC. Patrick is a Certified Financial Planner.

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ADVISOR BIO

Patrick Quinn Gority is a financial advisor with Fidelity Personal And Workplace Advisors. Patrick has been working in the financial industry since 2011. He specializes in providing financial planning, portfolio management and educational seminars. He is registered to provide advisory services in Connecticut and Massachusetts.

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