Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Norwood is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Patrick has been in the industry since May 2008 and has worked at several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Piper Jaffray & Co., and William Blair & Company L.L.C. Patrick is registered with FINRA and is Series 7, Series 66, and SIE licensed. He also holds several state licenses. Patrick offers a range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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2
IL
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
02/05/2019 - 02/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
MN
10/01/2014 - 07/24/2017
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
IL
10/03/2006 - 09/02/2014
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BOTH
Issued 09/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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