Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Casey Marquez is a registered representative with Fidelity Brokerage Services LLC. Patrick has been in the securities industry since 2012 and holds the Series 6, Series 7 and Series 63 licenses. Patrick is currently registered in 51 states and is licensed in Texas.
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.
1
2
TX
11/28/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
10/25/2006 - 11/16/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 02/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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