Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Brunner is an investment advisor representative at Fiduciary Financial Advisors. Patrick has been in the financial industry since March 2022, and previously worked for NYLIFE Securities LLC. Patrick holds a Series 7TO, Series 66 and SIE licenses. Patrick specializes in financial planning and portfolio management for individuals and has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Patrick is dedicated to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Corporate employee education services
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
10/17/2023 - Present
Fiduciary Financial Advisors (GRAND RAPIDS MI)
MI
07/17/2023 - 08/09/2023
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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