Unclaimed
Patrick Hughes is a financial advisor at Fidelity Personal And Workplace Advisors with experience in the financial services industry since 2021. Patrick Hughes is registered to provide investment advice in the state of New Hampshire, Massachusetts, and Texas. Patrick Hughes holds the Series 7, Series 63, and Series 66 licenses. Patrick Hughes has extensive experience providing financial advice to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Patrick Hughes has worked for Fidelity Personal And Workplace Advisors since 2021.
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
NH
09/02/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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