Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Meyer is a financial advisor with Fidelity Personal And Workplace Advisors. Patrick has over 6 years of experience in the financial services industry. Patrick holds Series 66, SIE and Series 7 licenses. Patrick is registered to provide investment advice in Arizona, California, Florida, Georgia, Maryland, Massachusetts, Montana, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia and Washington. Patrick specializes in providing financial advice to individuals and families, as well as small businesses. Patrick has a strong commitment to helping clients achieve their financial goals.
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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CA
10/26/2022 - Present
Fidelity Personal AND Workplace Advisors (SANTA MONICA CA)
CA
05/30/2017 - 06/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NJ
06/01/2016 - 05/11/2017
PURSHE KAPLAN STERLING INVESTMENTS (Iselin NJ)
BOTH
Issued 06/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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