Unclaimed
Patricia Fay Postema is a financial professional with over 15 years of experience in the financial industry. Patricia is currently registered with Fidelity Brokerage Services LLC and has been in this role since December 2014. Prior to joining Fidelity Brokerage Services LLC, Patricia was a registered representative with GWFS Equities, Inc. from 2006 to 2013. Patricia holds the Series 6, Series 7, and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Patricia has also held registrations with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
CO
12/22/2014 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
09/26/2006 - 06/20/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 11/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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