Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick F. Fitzgerald is an investment advisor representative with West Financial Services, Inc.. Patrick has 17 years of experience in the financial services industry. Patrick is registered with the state of Virginia, and holds Series 66 and Series 7 licenses. Patrick holds a Chartered Financial Analyst designation and has previously worked at Janney Capital Management, Chevy Chase Financial Services, and SMH Capital Inc..
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.
Guidance on pension options to ensure a secure financial future.
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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VA
07/06/2021 - Present
West Financial Services, Inc. (MCLEAN VA)
VA
09/14/2006 - 06/18/2009
SMH CAPITAL INC. (FAIRFAX VA)
MD
11/08/2004 - 08/07/2006
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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