Patrick O'neill is a CFP-designated registered investment advisor, based in Plymouth, MI, with 44 years of industry experience.
Location
843 Penniman Avenue, Plymouth, MI, 48170
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Regulatory History (2)
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Customer Dispute
September 2001Settled
Customer Dispute
August 1989Settled
Other Business Activities
Patrick owns rental real estate properties, one since 2023 and others since 2008, dedicating minimal time to each. He also works as a relationship and investment manager for Family Legacy Wealth Partners, spending minimal time on this activity as well.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 5 mos
Raymond James Financial Services Advisors, INC
February 2018 - Present · 8 yrs 5 mos
Raymond James Financial Services, INC.
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2018 · 8 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2018 · 8 yrs 8 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
UBS Financial Services INC.
July 1997 - November 2008 · 11 yrs 4 mos
UBS Financial Services INC.Broker
November 1990 - November 2008 · 18 yrs
Kemper Securities Group, INC.Broker
September 1990 - November 1990 · 2 mos
Prescott, Ball & Turben, INC.Broker
August 1983 - September 1990 · 7 yrs 1 mo
Ids Marketing CorporationBroker
June 1981 - July 1983 · 2 yrs 1 mo
Investors Diversified Services, INC.Broker
June 1981 - July 1983 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
June 1981 - July 1983 · 2 yrs 1 mo
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.