Unclaimed
Andrew Pataky is a financial advisor with Fidelity Brokerage Services LLC. Andrew has been in the industry since November 2018 and has experience in both the investment and financial advisory sectors. Andrew is licensed to conduct business in Florida, Massachusetts, Texas and Utah.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
FL
12/18/2018 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
07/20/2018 - 08/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BC
Issued 01/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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