Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thad Dunne is a financial advisor currently working with Fidelity Personal And Workplace Advisors. Patrick has been working in the industry since May 1991. Patrick holds Series 7, 24, 63, and 66 licenses and has been registered in 24 states. Patrick has worked with a number of firms including First Empire Securities, Inc., David Lerner Associates, Inc., and Stifel, Nicolaus & Company, Incorporated.
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
VA
07/21/2022 - Present
Fidelity Personal AND Workplace Advisors (ASHBURN VA)
NY
03/15/2019 - 07/10/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HAUPPAUGE NY)
VA
04/02/2001 - 03/15/2019
FIRST EMPIRE SECURITIES, INC. (GREAT FALLS VA)
NY
05/29/1991 - 07/18/2000
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
12/10/1990 - 04/29/1991
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 06/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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