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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Glenn Jakowchik is a financial advisor who has been in the industry since July 2000. Patrick is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Patrick has been registered with Fidelity since July 2018. Prior to that, Patrick worked for Charles Schwab, Intersecurities, and Signator Investors. Patrick is a Certified Financial Planner and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Patrick's specializations include financial planning, portfolio management, selection of other advisors, and educational seminars. Patrick's firm has offices in Boston, Massachusetts.
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
MA
01/23/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
05/01/2008 - 08/29/2011
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CA
10/18/2004 - 04/14/2008
INTERSECURITIES, INC. (LOS ANGELES CA)
MA
03/20/2000 - 08/16/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 06/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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