Unclaimed
Patrick Klatt-donohoe is a financial advisor with Fidelity Brokerage Services LLC, with a registration date of 7/14/2021. Patrick holds Series 7TO, Series 63 and SIE licenses. Patrick's firm has a branch office in JACKSONVILLE, FL, where Patrick is located.
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
FL
07/14/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 08/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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