Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack David Patten is a financial advisor affiliated with MML Investors Services, LLC. Jack is a registered investment advisor in Texas and Rhode Island. Jack is also registered as a broker in 17 states, including California, Connecticut, Florida, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas and Washington. Jack's areas of specialization include asset allocation programs, financial planning, pension consulting and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
RI
08/02/2021 - Present
MML Investors Services, LLC (WARWICK RI)
IA
Issued 07/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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