Unclaimed
Patrick Francis Thuecks is an individual advisor with MML Investors Services, LLC. Patrick has over 30 years of experience in the financial services industry. Patrick is registered to provide investment advice in Florida and Texas. Patrick holds Series 6, 7, 24, 63 and 65 licenses. Patrick has a proven track record of helping clients achieve their financial goals.
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
TX
11/18/2021 - Present
MML Investors Services, LLC (Dallas TX)
FL
03/31/2010 - 02/27/2013
PARK AVENUE SECURITIES LLC (ESTERO FL)
FL
10/03/2007 - 04/09/2010
AXA ADVISORS, LLC (FORT MYERS FL)
FL
12/01/2006 - 10/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (FORT MYERS FL)
MN
02/17/2005 - 12/14/2006
AMERITAS INVESTMENT CORP. (E GULL LAKE MN)
NY
10/18/2001 - 02/24/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
01/05/1993 - 09/13/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/05/1993 - 09/13/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 05/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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