Unclaimed
Patrick Huddie is a financial professional with over 13 years of experience in the securities industry. Patrick is currently registered with Westbury Group LLC. Patrick is licensed to conduct business in Connecticut, Maryland, Massachusetts, New Jersey, New York, North Carolina, Virginia and Wisconsin. Patrick holds Series 7, 24, 63, 79TO, 99TO, and SIE licenses.
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.
1
2
CT
12/23/2009 - Present
Westbury Group LLC (WESTPORT CT)
BC
Issued 01/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Huddie is the right advisor for you? Invested Better is here to help.