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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John Fitzsimmons is a financial advisor currently registered with Woodstock Wealth Management, Inc.. Patrick is a licensed and experienced professional who has been in the industry for many years. Patrick provides financial planning, portfolio management for individuals and businesses, and selection of other advisors services. Patrick has a proven track record of success in helping clients achieve their financial goals and is committed to providing personalized service to each client. Patrick has been with Woodstock Wealth Management, Inc. since November 2018 and has held previous positions with IFS Securities, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERIPRISE FINANCIAL SERVICES, INC. and others.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
11/19/2018 - Present
Woodstock Wealth Management, Inc. (Erie PA)
PA
11/19/2018 - 12/06/2019
WOODSTOCK FINANCIAL GROUP, INC. (Erie PA)
GA
01/30/2018 - 11/27/2018
IFS SECURITIES (ATLANTA GA)
PA
01/12/2016 - 08/17/2016
IFS SECURITIES (Erie PA)
PA
12/22/2011 - 12/31/2015
IFS SECURITIES (Erie PA)
PA
12/17/2008 - 11/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ERIE PA)
PA
10/27/1994 - 12/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ERIE PA)
MN
10/27/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
12/13/1993 - 10/31/1994
GKN SECURITIES CORP. (NEW YORK NY)
CO
11/11/1993 - 12/17/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NJ
10/28/1988 - 09/29/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/28/1988 - 09/29/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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