Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Barker is a financial advisor in BOSTON, MA. Patrick has been a registered representative for 24 years and is currently employed by Fidelity Personal AND Workplace Advisors. Patrick's professional experience includes previous roles at Fidelity Brokerage Services, Inc.. Patrick is licensed to provide financial advice in 29 states including Arizona, Arkansas, California, Colorado, Connecticut, and others. Patrick specializes in working with high net worth individuals and families, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high net worth.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Patrick Barker is the right advisor for you? Invested Better is here to help.
