Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fitzsimmons is a financial advisor at Raymond James Financial Services Advisors, Inc. in Greenville, South Carolina. Patrick has been in the financial services industry since October 25, 1998. Patrick holds Series 7 and 63 securities licenses and Series 65 Investment Advisor license. Patrick previously worked at MORGAN KEEGAN & COMPANY, INC. and CITIGROUP GLOBAL MARKETS INC.. Patrick is registered to provide investment advice in 27 states and is active in the Broker-Dealer and Investment Advisor industries.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SC
09/06/2024 - Present
Raymond James Financial Services Advisors, Inc. (Greenville SC)
SC
08/03/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)
SC
10/26/1998 - 08/13/2007
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE SC)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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