Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Sawyer is a financial advisor in Warwick, Rhode Island. Patrick Sawyer has been working in the financial industry since 2013. Patrick Sawyer is a registered representative with MML Investors Services, LLC. and holds the Series 6, 7, 63, and 65 licenses and has passed the SIE Exam. Patrick Sawyer is also a Certified Financial Planner™ and a Chartered Financial Consultant. Patrick Sawyer specializes in providing financial planning, portfolio management, and educational seminars to a variety of clients, including individuals, families, businesses, and retirement plans. Patrick Sawyer also provides insurance products and services.
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
RI
07/21/2017 - Present
MML Investors Services, LLC (WARWICK RI)
RI
07/17/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
IA
Issued 10/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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