Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Henry is an investment advisor representative with Fidelity Personal And Workplace Advisors. He has been in the industry since June 2023 and holds Series 7TO, SIE, 63 and 66 licenses. Patrick has an active registration in Kentucky and Texas. His areas of focus include financial planning, educational seminars and selecting other advisers. He has specialized training in a variety of financial products including mutual funds, variable life and variable annuities, and retirement plans. Patrick is also licensed to provide investment advice to individuals, businesses, and charitable organizations.
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
03/05/2024 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 02/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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