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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Patrick is a financial advisor with Fidelity Personal and Workplace Advisors. Brian has over 5 years of experience in the financial services industry. Brian is registered with the Securities and Exchange Commission and is also registered with the Financial Industry Regulatory Authority (FINRA). Brian is licensed to sell securities in all 50 states. Brian holds a Series 63, Series 66, Series 7, Series 9, and Series 10 licenses, in addition to the SIE. Brian's firm is a registered investment advisor with over 14,000 investment advisor representatives. Fidelity Personal and Workplace Advisors manages over $818 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
06/17/2020 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
FL
07/08/2015 - 04/16/2020
CHARLES SCHWAB & CO., INC. (Vero Beach FL)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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