Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Joseph Spellman is a financial advisor at AMG Distributors, Inc. with over 20 years of experience in the financial industry. He is registered with the state of Connecticut. Patrick Joseph Spellman holds Series 7, Series 24, Series 66, and Series 14 licenses and has passed the SIE exam. Patrick Joseph Spellman's prior experience includes a role at Commonwealth Financial Network.
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
CT
06/30/2006 - Present
AMG Distributors, Inc. (Stamford CT)
MA
05/17/1999 - 11/29/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 12/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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