Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Arey is a financial advisor registered with Empower Advisory Group, LLC in East Falmouth, MA. Patrick has been working in the financial industry since 2010 and has a diverse background in the field. Patrick holds the Series 63, 65, 7, 3, 26, SIE, and 6TO licenses. Patrick is also registered in 13 states. Prior to joining Empower Advisory Group, LLC, Patrick worked at Foreside Financial Services, LLC and GWFS Equities, Inc. Patrick specializes in providing financial planning, portfolio management, and educational seminars.
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.
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
MA
05/02/2023 - Present
Empower Advisory Group, LLC (East Falmouth MA)
ME
09/29/2021 - 04/06/2023
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
CO
03/16/2017 - 05/19/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CT
08/18/2014 - 02/03/2017
VP DISTRIBUTORS LLC (HARTFORD CT)
RI
10/22/2012 - 07/16/2014
PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)
RI
02/24/2010 - 09/04/2012
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 10/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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