Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick J. Eagan is a financial advisor at Fidelity Personal and Workplace Advisors. Patrick has been in the industry since 2006. Patrick is a registered representative in New York and a registered investment advisor representative in Texas. Patrick has a combined experience of over 17 years in the financial services industry. Patrick is committed to providing clients with personalized financial advice and guidance. Patrick's areas of expertise include financial planning, portfolio management and retirement planning. Patrick is a graduate of the University of Notre Dame with a degree in Economics and an MBA from the University of Chicago. Patrick is also a Certified Financial Planner. Patrick resides in Plainview, NY. Patrick is a member of the Financial Planning Association.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (PLAINVIEW NY)
NY
10/18/2004 - 11/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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