Patrick J. Omeara
Professional summary
Patrick James Omeara JR, who also goes by Patrick Omeara, Whitey Omeara, is a registered financial professional currently at PROFOR ADVISORS located in Rye Brook, New York.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1986. Patrick has worked at 7 firms and has passed the Series 63, Series 62, Series 99TO, Series 79TO, SIE, Series 31, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick James Omeara JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 30, 2005 - Present
PROFOR ADVISORS
Office #1: 800 Westchester Ave Suite 641n, Rye Brook, NY 10573Office #2: 800 Westchester Ave Suite 641n, Rye Brook, NY 10573June 10, 2005 - November 30, 2005
SILVER LEAF PARTNERS, LLC
February 2, 1994 - June 10, 1994
CITIGROUP GLOBAL MARKETS INC.
February 19, 1993 - January 17, 1994
WELLS FARGO CLEARING SERVICES, LLC
May 15, 1992 - February 22, 1993
CITICORP SECURITIES, INC.
September 23, 1988 - November 28, 1988
DAIWA CAPITAL MARKETS AMERICA INC.
August 19, 1986 - August 31, 1988
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/21/2017)
(2/21/2013)
(2/8/2018)
(7/25/2007)
(2/15/2018)
(2/6/2018)
(12/7/2007)
(2/13/2013)
(2/16/2018)
(2/20/2013)
(3/22/2018)
(11/6/2014)
(11/21/2007)
(4/12/2017)
(9/22/2009)
(3/8/2018)
(11/15/2017)
(11/30/2005)
(12/4/2007)
(2/6/2018)
(3/1/2018)
(4/13/2017)
(2/6/2018)
(2/16/2018)
(7/13/2017)
(3/1/2018)
(4/26/2017)
(2/5/2018)
(2/2/2018)
Exams
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PROFOR ADVISORS
CRD#: 136084 / SEC#: , 8-66974
Contact information
FINRA licenses (30 States and Territories)
Documents
Red Flags
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