Patrick Alexander Betancourt
IAR
RR
patrick a betancourt,patrick alexander betancourtOVERVIEW
Patrick Alexander Betancourt, who also goes by Patrick A Betancourt, Patrick Alexander Betancourt, is a registered financial advisor at FIDELITY PERSONAL AND WORKPLACE ADVISORS located in Salt Lake City, Utah and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Patrick has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.
FROM THE ADVISOR
As your Investment Consultant, I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.
Advisor Information
Firm Information
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
The lack of due diligence on a financial advisor costs Americans billions each year. While most of our public information could help you choose the right advisor, taking a deeper dive into disclosures is going to shed a deeper light on whether or not you feel comfortable moving forward with a particular financial advisor.
Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
Not sure you want to work with Patrick and thinking of a few other financial advisors to potentially work with as well?
Compare Patrick and up to two other advisors side-by-side, just like how you would pull a Carfax report.
Planning to create a potentially life-long relationship with Patrick?
AdvisorCheck membership to save this advisor and as many others as you would like to your dashboard.
Our advisor profiles are constantly updated with new regulatory information, essential comparison, critical data, graphs, charts, and more to continually improve the consumer and investor experience when working with a financial services professional.
As Featured in
