Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dewayne Buffin is a financial professional with over 8 years of experience in the industry. Patrick is registered with Tiaa-Cref Individual & Institutional Services, LLC and holds Series 6, 7TO, 63, and SIE licenses. Patrick provides financial planning and portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations. Patrick's primary office is located in Frisco, Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
08/15/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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