Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Fennelly is a financial professional with over 24 years of experience in the securities industry. Patricia is currently registered with Fidelity Brokerage Services LLC and has held previous registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Vanguard Marketing Corporation, and PFPC Distributors, Inc. Patricia has a wide range of experience, as demonstrated by her passing the Series 6, Series 7, and SIE exams. She is registered to provide investment advice and sell securities in all 50 states and the District of Columbia.
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.
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2
NH
05/26/2022 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
PA
08/03/2017 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
03/17/2004 - 10/31/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
ME
01/17/2003 - 03/18/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
11/04/1996 - 09/04/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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