Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Grein is a Financial Advisor currently registered with Fidelity Brokerage Services LLC in Smithfield, Rhode Island. Patrick has a broad range of experience in the financial services industry. His prior experience includes positions with Citizens Securities, Inc. and LPL Financial LLC. Patrick is licensed to provide investment advice and sell securities in all 50 states.
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
RI
10/12/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
04/06/2023 - 05/18/2023
CITIZENS SECURITIES, INC. (MEDFORD MA)
NY
07/10/2020 - 04/17/2023
LPL FINANCIAL LLC (MONTGOMERY NY)
IA
Issued 12/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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