Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McKevitt is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in regulatory assets under management. Patrick McKevitt has been a registered representative with the Securities and Exchange Commission since 2019. Patrick McKevitt provides financial planning, portfolio management for individuals and businesses, and educational seminars for 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.
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.
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2
IL
05/25/2023 - Present
Fidelity Personal AND Workplace Advisors (OAK LAWN IL)
IL
09/26/2022 - 04/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
09/06/2019 - 05/18/2022
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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