Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Doherty is a financial advisor with over 20 years of experience in the industry. Patrick is a Certified Financial Planner™ and a Chartered Financial Consultant. Patrick currently works at Wealth Enhancement Advisory Services, LLC and has a branch office location in Danbury, CT. Prior to joining Wealth Enhancement Advisory Services, LLC, Patrick Doherty worked at TRIAD ADVISORS LLC and ROYAL ALLIANCE ASSOCIATES, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CT
03/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (Danbury CT)
CT
05/08/2012 - 03/03/2021
TRIAD ADVISORS LLC (DANBURY CT)
CT
12/19/2006 - 05/11/2012
ROYAL ALLIANCE ASSOCIATES, INC. (DANBURY CT)
NY
04/01/2004 - 11/22/2006
COMMERCE CAPITAL MARKETS, INC. (NEW YORK NY)
NY
07/31/2002 - 10/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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