Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Canney is a financial advisor at Fidelity Personal and Workplace Advisors, located in Smithfield, RI. Patrick has been in the industry since September 2021. Patrick is licensed to provide securities and investment advisory services in a variety of states. Patrick holds several securities licenses and has successfully passed multiple securities exams, including the Series 7TO, Series 63, and Series 66. Patrick can provide investment advice to individuals, businesses, and high-net-worth clients, and has experience with financial planning, educational seminars, and selection of other advisors.
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
RI
10/13/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Patrick Canney is the right advisor for you? Invested Better is here to help.
