Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Brannen is a financial advisor who has been in the industry since 2018. Patrick is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity, Patrick worked at Metlife Securities Inc., Ameritrade, Inc. and Accutrade Inc. Patrick holds Series 7, 6, 4, 7TO, SIE and Series 63 licenses. Patrick is registered in 53 states and the District of Columbia.
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.
1
2
CO
08/29/2022 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
NE
10/01/2008 - 06/08/2009
METLIFE SECURITIES INC. (OMAHA NE)
NE
01/02/2002 - 10/09/2002
AMERITRADE, INC. (OMAHA NE)
NE
09/25/2000 - 12/31/2001
ACCUTRADE INC. (BELLEVUE NE)
NE
08/12/1999 - 09/25/2000
AMERITRADE (BELLEVUE NE)
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2001
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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