Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Parrino is a financial advisor registered with Fidelity Personal And Workplace Advisors in Manasquan, NJ. Patrick holds the Series 7, Series 24, Series 57 and Series 66 licenses. Patrick has been in the industry for over 10 years. Patrick previously worked at TFS SECURITIES, INC. and Equitable Advisors, LLC.
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
NJ
11/28/2023 - Present
Fidelity Personal AND Workplace Advisors (MANASQUAN NJ)
NJ
11/30/2021 - 03/06/2023
TFS SECURITIES, INC. (LINCROFT NJ)
NJ
07/08/2021 - 11/10/2021
EQUITABLE ADVISORS, LLC (WALL NJ)
NY
09/25/2020 - 04/23/2021
T3 TRADING GROUP, LLC (NEW YORK NY)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
Series 57TO - Securities Trader Exam
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Patrick Parrino is the right advisor for you? Invested Better is here to help.
