Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Heeb is a financial advisor with over 25 years of experience in the financial industry. Patrick is currently registered with Fidelity Personal And Workplace Advisors and has been associated with the firm since June 2020. Patrick previously worked at PNC Investments, Pacific Select Distributors, LLC, Park Avenue Securities LLC, Guardian Investor Services LLC, Lincoln Financial Distributors, Inc., AIM Distributors, Inc., Security Distributors, Inc. and OppenheimerFunds Distributor, Inc. Patrick holds the Series 7, Series 63, and Series 66 licenses and the SIE exam certification. Patrick has experience in providing investment advice and portfolio management for individuals, businesses, pension and profit-sharing plans, 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.
1
2
NJ
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY NJ)
NJ
01/15/2020 - 07/10/2020
PNC INVESTMENTS (WARREN NJ)
CA
10/11/2017 - 12/17/2019
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NY
03/31/2015 - 09/18/2017
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/26/2009 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
PA
10/31/2007 - 01/16/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
09/12/2000 - 10/16/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
KS
08/25/1999 - 08/18/2000
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
NY
03/09/1994 - 04/16/1999
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 01/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Patrick Heeb is the right advisor for you? Invested Better is here to help.
