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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Raymond Van hien is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Patrick has been in the industry since August 2008. Patrick is registered with FINRA, and is licensed in 23 states. Patrick is licensed in: Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Louisiana, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington. Patrick's current registration is with Fidelity Personal And Workplace Advisors. Patrick is also registered as an Investment Advisor Representative in California and Texas.
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
MA
10/04/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
06/30/2008 - 02/17/2012
PCBB CAPITAL MARKETS, LLC (WALNUT CREEK CA)
IA
Issued 12/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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