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Patrick Choulas

National Financial Services LLC

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About Patrick Choulas

Patrick Choulas is a financial professional with experience in the securities industry. Patrick is registered with National Financial Services LLC and Fidelity Brokerage Services LLC in the states of Massachusetts and New Jersey. Patrick holds the Series 7, Series 63, and SIE licenses.

Firm Information

Patrick Choulas is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Choulas’s Registration & Firm History

NJ

12/16/2021 - Present

National Financial Services LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 11/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Patrick Choulas. Review regulatory record here.
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