Patrick M Wilson
Professional Summary
Patrick M Wilson, who also goes by Patrick Michael Wilson, Patrick Wilson, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick Michael Wilson, Patrick Wilson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
DIGITAL BROKERAGE SERVICES LLC
Contact Information
Main Address
499 Washington Blvd, Jersey City, NJ 07310Mailing Address
Two Destiny Way Mail Zone Wg3d, Westlake, TX 76262Phone Number
(833) 327-3444Established
Delaware since 02/27/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick M Wilson's CRS (Customer Relationship Summary).
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