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Patrick John Adams

Pruco Securities, LLC

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About Patrick John Adams

Patrick Adams is a financial professional with over 15 years of experience in the financial services industry. Patrick currently works as a registered representative at Pruco Securities, LLC, and is licensed to provide investment advice in Michigan, Florida, and Ohio. Patrick holds Series 6, 63, and 65 licenses as well as the SIE exam certification. Patrick has previously held positions at MML Investors Services, LLC and MSI Financial Services, Inc. Patrick's areas of expertise include helping individuals and families with financial planning, investment management, and retirement planning. Patrick is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Patrick Adams is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Patrick Adams’s Registration & Firm History

MI

07/13/2018 - Present

Pruco Securities, LLC (TROY MI)

MI

03/25/2017 - 10/18/2017

MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)

MI

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

MI

01/01/2008 - 01/02/2015

NEW ENGLAND SECURITIES (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 06/26/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick John Adams. Review regulatory record here.
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