Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lamar Fitzgerald is a financial advisor registered with Ameritas Advisory Services, LLC and has been in the industry since April 16, 1991. Patrick holds Series 6, 7, 24 and 63 licenses and has been registered with the state of Indiana since January 5, 2009. Patrick is also registered with the state of Texas as an investment advisor representative. Patrick specializes in working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Ameritas Advisory Services, LLC has been in business since 1988 and has a main office in Lincoln, NE. The firm provides financial planning services to individuals and businesses. Patrick has been with Ameritas since December 2008.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor fees
1
2
IN
11/01/2021 - Present
Ameritas Advisory Services, LLC (CARMEL IN)
IN
04/22/1991 - 09/02/2008
EQUITY SERVICES, INC. (INDIANAPOLIS IN)
NY
12/14/1990 - 06/18/1991
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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