Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Burns is a financial advisor at Fidelity Personal And Workplace Advisors, providing advice to individual and institutional clients. Patrick has been in the industry since March 2015. Patrick is a Series 66, 63, 7, 9, 10 and SIE licensed professional. Patrick is also a board member of Connecting for Children & Families and an adjunct professor at the University of Rhode Island. Patrick is registered in Rhode Island, Texas, Massachusetts, Utah and Rhode Island for both securities and investment advisory services.
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.
1
2
RI
11/23/2021 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
02/25/2015 - 10/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 02/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Patrick Burns is the right advisor for you? Invested Better is here to help.
