Michael Fitzpatrick (CRD# 7197969) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Fort Washington, PA | Jan 2022 - Current | 2 |
| Citizens Bank | Narberth, PA | Dec 2020 - Jan 2022 | 1 |
| Citizens Securities Inc. | Narbeth, PA | Jan 2020 - Dec 2020 | < 1 |
| Citizens Bank | Narberth, PA | Oct 2019 - Jan 2020 | < 1 |
| Fitzpatrick Funeral Home | Philadelphia, PA | Jun 2009 - Oct 2019 | 10 |
| Drexel University | Philadelphia, PA | Sep 2017 - Sep 2019 | 2 |
| Jp & Sn Enterprises, Inc. | Philadelphia, PA | Feb 2016 - Jul 2019 | 3 |
| Montgomery County Community College | Blue Bell, PA | Sep 2015 - May 2017 | 1 |
| Drexel University | Philadelphia, PA | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- AL
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- CA
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- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
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- OH
- OK
- OR
- PA
- PR
- RI
- SC
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- UT
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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