Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Douglass is a registered investment advisor representative with Fisher Investments. Patrick is a securities professional with over five years of experience in the financial services industry. Prior to joining Fisher Investments, Patrick held positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Patrick is licensed in Texas and holds Series 6, 7, 63 and 66 registrations. Patrick holds a Bachelor of Arts degree in Theatre from the University of Texas at Dallas. Patrick also performs as an actor at the Pocket Sandwich Theatre.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/12/2017 - Present
Fisher Investments (PLANO TX)
TX
10/01/2012 - 11/24/2017
J.P. MORGAN SECURITIES LLC (CARROLLTON TX)
TX
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BOTH
Issued 08/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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