Unclaimed
Patrick Kelley is a financial advisor with Fidelity Brokerage Services LLC. Patrick holds the Series 7TO, SIE, and Series 63 licenses. They are registered with the Financial Industry Regulatory Authority (FINRA) and have been in the industry since August 10, 2021. Patrick is registered to provide investment advice in 53 states.
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
CO
08/11/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 08/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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