Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Crowley is a registered representative with MML Investors Services, LLC. Patrick has been in the securities industry since 1992 and is registered in Alabama, Arkansas, and Tennessee. Patrick also holds licenses for Series 6, 7, 63, and 65 securities exams, as well as the SIE exam. Patrick has previously worked at Wunderlich Securities, Inc., Howe Barnes Hoefer & Arnett, Inc., Morgan Keegan & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and SMA Equities, Inc..
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
TN
11/08/2017 - Present
MML Investors Services, LLC (MEMPHIS TN)
TN
12/17/2009 - 12/06/2011
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
01/09/2009 - 01/12/2010
HOWE BARNES HOEFER & ARNETT, INC. (MEMPHIS TN)
TN
08/22/1991 - 01/12/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
07/12/1990 - 07/23/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/19/1986 - 05/29/1990
SMA EQUITIES, INC. (WORCESTER MA)
BC
Issued 05/18/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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