Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Croft is a financial professional with over 16 years of experience in the industry. Patrick is currently registered with Northwestern Mutual Investment Services, LLC. Previously, Patrick was registered with NYLIFE Securities LLC and Northwestern Mutual Investment Services, LLC. Patrick holds FINRA Series 6, 7, 63, and SIE licenses. Patrick is registered in Massachusetts and Rhode Island.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MA
05/28/2021 - Present
Northwestern Mutual Investment Services, LLC (WELLESLEY MA)
RI
05/19/2015 - 05/12/2021
NYLIFE SECURITIES LLC (JOHNSTON RI)
RI
01/19/2006 - 12/03/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVIDENCE RI)
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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