Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Anthony Schornack is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Patrick has been in the industry since 2006 and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Patrick has previously been employed with Fidelity Investments Institutional Services Company, Inc. in Salt Lake City, UT. Patrick specializes in providing financial planning, investment management, and educational seminars to individuals and businesses.
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
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (EDGEWOOD KY)
UT
10/16/2006 - 01/03/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BOTH
Issued 04/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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