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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariesa? Claim Your ProfileMariesa Angelene Patterson is a financial advisor with Fidelity Personal And Workplace Advisors. She has been in the securities industry since December 2007 and has worked with Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Patterson is registered with the state of Texas and is currently registered with the Financial Industry Regulatory Authority (FINRA). Patterson has a wide range of licenses and certifications, including the Series 6, Series 7, Series 63, and Series 66 exams. Patterson specializes in providing financial planning, portfolio management, and educational seminars.
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.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HASLET TX)
TX
12/07/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 04/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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