Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick W. Norris is an investment advisor representative at Fidelity Personal And Workplace Advisors in VERO BEACH, FL. Patrick has been in the industry since 2014 and holds Series 6, 7, 63 and 65 licenses, as well as the SIE. Patrick has worked at a number of firms including Edward Jones, Ameriprise Financial Services, LLC, CUNA Brokerage Services, Inc., PNC Investments, and Wells Fargo Advisors, LLC. At Fidelity Personal And Workplace Advisors, Patrick provides financial planning services, educational seminars, and portfolio management for individuals and businesses.
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
FL
06/05/2024 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
FL
11/01/2021 - 03/08/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Vero Beach FL)
FL
12/22/2020 - 11/03/2021
CUNA BROKERAGE SERVICES, INC. (Boca Raton FL)
FL
12/17/2018 - 12/17/2020
EDWARD JONES (VERO BEACH FL)
FL
09/25/2018 - 12/19/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Vero Beach FL)
MO
02/23/2018 - 08/14/2018
EDWARD JONES (ST. LOUIS MO)
FL
12/09/2014 - 09/20/2017
PNC INVESTMENTS (VERO BEACH FL)
FL
04/04/2014 - 12/02/2014
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
IA
Issued 10/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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