Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Millard is a financial advisor with Fidelity Personal and Workplace Advisors. Patrick has been in the industry since 2013 and is registered in 52 states and the District of Columbia. Patrick is also registered with FINRA. Patrick is a Certified Financial Planner. Prior to joining Fidelity Personal and Workplace Advisors, Patrick worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and W&S Brokerage Services, 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.
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
KY
09/06/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
08/07/2020 - 07/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
12/07/2017 - 09/11/2020
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
KY
09/03/2012 - 08/04/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 3/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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