Patricia HatfieldCRD Number: 6609525
Current Firm: Fidelity Personal And Workplace Advisors
Patricia Hatfield (CRD# 6609525) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alpharetta, GA and has over 5 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Fidelity Brokerage Services LLC||Alpharetta, GA||Jun 2017 - Current||4|
|E*trade Securities LLC||Alpharetta, GA||Feb 2016 - Jun 2017||1|
|Quicker Books LLC||Gainesville, GA||Jan 2013 - Feb 2016||3|
|Unemployed||Sugar Hill, GA||Apr 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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