Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Timothy Dunn is a financial advisor with over 10 years of experience in the industry. Patrick is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2016. Prior to joining Fidelity, Patrick was employed by GWFS Equities, Inc. and Fidelity Brokerage Services LLC. Patrick holds the Series 7, 9, 10, and 63 licenses and is registered to offer securities in all states. Patrick specializes in helping clients achieve their financial goals.
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.
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.
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2
CO
02/26/2016 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
10/07/2015 - 01/29/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/09/2007 - 01/21/2015
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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