Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Campbell is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Patrick has been in the securities industry since 2015 and is licensed in 49 states and both Georgia and Texas for investment advisor services. Patrick holds the Series 7, Series 63, and Series 66 securities licenses. Prior to joining Fidelity Personal AND Workplace Advisors, Patrick was an advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and before that, E*TRADE Securities LLC. Patrick specializes in providing financial planning, portfolio management for businesses and individuals, and selecting other advisors for clients.
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
GA
04/06/2022 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
06/28/2019 - 02/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
12/01/2015 - 07/09/2019
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 06/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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