Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Viancourt is a financial advisor with Fidelity Personal And Workplace Advisors, registered with both FINRA and the SEC. Patrick has been in the industry since 2021 and is registered to offer securities and investment advice in 32 states. Patrick has earned the Series 7, Series 66, and the SIE exams, demonstrating a broad understanding of financial products and the regulatory landscape. At Fidelity Personal And Workplace Advisors, Patrick focuses on providing financial planning, portfolio management, and educational seminars to individuals, families, businesses, 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.
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2
NH
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
CT
09/15/2021 - 01/12/2022
EQUITABLE ADVISORS, LLC (STAMFORD CT)
BOTH
Issued 10/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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