Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Eugene Flynn is an investment advisor representative with NFP Retirement Inc. Patrick has been in the industry for over 30 years. Patrick is registered in Michigan. Patrick's specializations include Retirement Plans & IRAs, Life Insurance, Annuities, Mutual Funds, and Variable Annuities. Patrick is a Chartered Financial Consultant. Patrick is also a passive investor in a medical device company, and is a shareholder in a real estate company.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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CA
08/27/2024 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
MI
01/02/1998 - 07/11/2014
NFP SECURITIES, INC. (TROY MI)
MI
04/30/1996 - 12/31/1997
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
OH
10/06/1994 - 05/28/1996
VESTAX SECURITIES CORPORATION (HUDSON OH)
WI
11/01/1993 - 10/24/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/01/1993 - 10/24/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
04/16/1993 - 09/17/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
VA
02/12/1993 - 04/16/1993
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 10/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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