Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hillman is an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in regulatory assets under management. Patrick is registered with the state of Michigan and Texas as both a broker-dealer and an investment advisor. Patrick has been in the financial industry since 2011 and has held positions at a number of firms including TD Ameritrade, Charles Schwab and Wells Fargo Advisors. Patrick has a broad range of experience and specializes in financial planning, portfolio management, and selection of other advisors. Patrick also provides educational seminars to his clients. Patrick is committed to providing his clients with the highest level of service and expertise.
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.
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MI
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
MI
01/26/2022 - 06/13/2023
CHARLES SCHWAB & CO., INC. (Novi MI)
MI
01/24/2019 - 06/13/2023
TD AMERITRADE, INC. (Novi MI)
MI
12/15/2017 - 01/13/2019
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (LANSING MI)
CA
09/20/2016 - 06/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTINGTON BEACH CA)
CA
01/08/2016 - 09/15/2016
WELLS FARGO ADVISORS, LLC (HUNTINGTON BEACH CA)
NV
12/23/2011 - 08/13/2015
WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)
BOTH
Issued 02/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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