Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John Rodriguez is a financial advisor at Fidelity Personal and Workplace Advisors. Patrick is based in BOCA RATON, Florida and has been in the industry since 2015. Patrick holds Series 7, 9, 10, 63, and 65 licenses and is registered with the state of Florida. Patrick focuses on providing financial planning and portfolio management services for individuals and businesses.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
IA
Issued 06/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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