Unclaimed
Patricio Alexander Whitney is a registered representative with Fidelity Distributors Co. LLC. Patricio has been in the securities industry since April 7, 2010. Patricio holds the Series 7, Series 63 and Series 24 licenses. Patricio is currently registered in 52 states. Patricio is also a registered representative with FINRA and is approved by all the SROs.
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
RI
04/07/2010 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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