Unclaimed
Patrick Grigg is a financial advisor with Fidelity Brokerage Services LLC. Patrick holds the Series 7TO and Series 63 securities licenses. Patrick has been in the industry since January 11, 2024. Patrick Grigg is registered in 53 states plus Puerto Rico and the Virgin Islands.
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.
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2
TX
01/12/2024 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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