Unclaimed
Patrick Alberry is a financial advisor who has been in the industry since 1996. Patrick is currently registered with Fidelity Brokerage Services LLC and is licensed to sell securities in 15 states. Patrick holds the Series 63, Series 7, Series 24 and SIE exams. Patrick is a member of FINRA.
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
MA
10/29/1996 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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