Patricia
Veney
Osaic Wealth, Inc
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About this Advisor
Patricia Veney is a financial advisor based in Owings Mills, Maryland, working with Osaic Wealth, Inc. Patricia has previously held positions at Veney Financial Group, Questar Asset Management, Questar Capital Corporation, Woodbury Financial Services, Inc, and Osaic Wealth, Inc. Patricia has passed the Series 66 regulatory exam and is registered to provide services in Florida and Maryland. Currently, Patricia is part of Osaic Wealth, Inc, which operates out of Owings Mills, Maryland. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Patricia Veney Work History
Osaic Wealth, Inc
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Veney Financial Group
Questar Asset Management
Questar Capital Corporation
Disclosures
Please visit the SEC profile of Patricia Veney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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