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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 Doran is a financial advisor with Fisher Investments. Patrick has been in the financial services industry for more than 10 years. Patrick is registered with the state of Massachusetts and Texas and has a Series 7 and Series 66 license. Patrick has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Patrick specializes in portfolio management, financial planning, and portfolio assessment. Patrick has previously worked with firms such as Edward Jones, John Hancock Distributors LLC, Columbia Management Investment Distributors, and John Hancock Investment Management Distributors LLC.
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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2
TX
05/18/2022 - Present
Fisher Investments (PLANO TX)
MA
09/24/2019 - 05/12/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/02/2010 - 10/11/2019
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
02/08/2012 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
08/21/2009 - 07/12/2010
EDWARD JONES (FRAMINGHAM MA)
BOTH
Issued 09/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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