Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Robert Ward is a financial advisor who has been in the industry since February 10, 2020. Patrick is currently registered with Fidelity Brokerage Services LLC. Patrick is a Series 7, 9, 10, 63 and SIE licensed financial advisor with a total of 53 state registrations. Prior to joining Fidelity Brokerage Services LLC, Patrick was employed with Equitable Advisors, LLC. Patrick has a strong background in providing financial advice to clients across a wide range of needs.
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
RI
09/17/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
PA
11/05/2019 - 06/10/2021
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BC
Issued 09/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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