Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hayden is a financial professional with over 20 years of experience in the financial services industry. Patrick has a strong track record of success in providing investment advice and financial planning services to individuals, families, businesses, and institutions. Currently, Patrick is associated with MML Investors Services, LLC, a well-established firm known for its commitment to client service and comprehensive financial solutions. Patrick’s previous experience includes positions with notable firms such as Edward Jones, State Street Global Markets, LLC, Wedbush Morgan Securities Inc., Piper Jaffray & Co., Rauscher Pierce Refsnes, Inc., Cleary Gull Reiland & McDevitt Inc., Westminster Research Associates Inc., and Sanford C. Bernstein & Co., Inc. Patrick holds the Series 7, 7TO, 63, and 66 securities licenses, demonstrating a strong commitment to ongoing professional development and staying informed on the latest industry trends. With a dedication to personalized service, Patrick strives to understand clients' individual needs and goals, tailoring strategies to help them achieve their financial aspirations.
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
MA
03/18/2022 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
10/18/2019 - 07/02/2021
EDWARD JONES (WELLESLEY MA)
MA
08/23/2007 - 02/06/2012
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
10/25/2005 - 07/09/2007
WEDBUSH MORGAN SECURITIES INC. (BOSTON MA)
MN
03/17/1998 - 10/21/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
TX
01/30/1997 - 12/31/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
WI
11/14/1995 - 01/27/1997
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
NY
08/01/1994 - 10/09/1995
WESTMINSTER RESEARCH ASSOCIATES INC. (NEW YORK NY)
NY
03/03/1994 - 07/08/1994
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 11/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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