Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Patock is a financial professional with over 10 years of experience in the financial services industry. John is currently registered with Moloney Securities Asset Management LLC. John previously worked at NYLIFE Securities LLC and Thrivent Investment Management Inc. John holds the Series 66, Series 7 and SIE licenses. John also holds the Chartered Financial Consultant designation. John specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
02/17/2017 - Present
Moloney Securities Asset Management LLC (Willmar MN)
MN
08/31/2016 - 02/17/2017
NYLIFE SECURITIES LLC (SPICER MN)
MN
05/16/2012 - 08/11/2016
THRIVENT INVESTMENT MANAGEMENT INC. (SPICER MN)
BOTH
Issued 05/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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