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Andrew P
Series 63, Series 65
Wildwood, FL
OSAIC Institutions, INC.
Andrew Patrick is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with OSAIC Institutions (formerly Infinex Investments, Inc.) since 2007 and concurrently worked at Citizens First Bank from 2007 to 2025. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.
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