Unclaimed
Patrick Ian Leonard is a financial professional with over 10 years of experience in the industry. Patrick is currently registered with Fidelity Brokerage Services LLC. Patrick holds Series 6, 7TO, and SIE licenses as well as a Series 63 license. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 53 states.
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
RI
08/19/2013 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 02/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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