Patrick M. Wilson
Professional summary
Patrick M Wilson, who also goes by Patrick Michael Wilson, Patrick Wilson, is a registered financial professional currently at NATIONAL FINANCIAL SERVICES LLC located in Boston, Massachusetts and FIDELITY PRIME FINANCING located in Boston, Massachusetts.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 4 firms and has passed the SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick M Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2012 - Present
NATIONAL FINANCIAL SERVICES LLC
Office #1: 155 Seaport Blvd., Boston, MA 02210July 18, 2022 - Present
FIDELITY PRIME FINANCING
Office #1: 155 Seaport Blvd., Boston, MA 02210November 1, 2022 - Present
GREEN PIER FINTECH LLC
Office #1: 499 Washington Blvd, Jersey City, NJ 07310April 19, 2024 - Present
DIGITAL BROKERAGE SERVICES LLC
Office #1: 499 Washington Blvd, Jersey City, NJ 07310State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
DIGITAL BROKERAGE SERVICES LLC
CRD#: 308213 / SEC#: , 8-70512
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| CULLARO, GIUSEPPE | PRESIDENT, CHIEF EXECUTIVE OFFICER, PRINCIPAL OPERATIONS OFFICER | 4738727 |
| MCGINTY, JOHN JR. | CHIEF COMPLIANCE OFFICER | 5560420 |
| O'BRIEN, EDWARD DANIEL | DIRECTOR | 2239064 |
| RHODES, NOAH BUTLER | PRINCIPAL FINANCIAL OFFICER | 6546392 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
Red Flags
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Company Information
DIGITAL BROKERAGE SERVICES LLC
CRD#: 308213Boston, MA 02210TRUST BUT VERIFY
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