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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Brendan Fitzpatrick is an investment advisor representative with Savvy, a firm with offices in Scottsdale, AZ and New York, NY. John has been in the financial services industry for over 14 years. John is registered with the state of Arizona as an Investment Advisor Representative. John holds Series 63 and Series 65 licenses. John has a track record of helping clients achieve their financial goals. John is committed to providing personalized advice and service to all of their clients.
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.
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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AZ
01/16/2025 - Present
Savvy (Scottsdale AZ)
NY
07/20/2009 - 04/22/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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