Unclaimed
Patrick Drouillard is a financial professional with over 28 years of experience in the industry. Patrick is a Certified Financial Planner™ and Chartered Financial Consultant. Patrick currently works at Hantz Financial Services, Inc., based in Southfield, MI. Hantz Financial Services, Inc., is a registered investment advisor providing a variety of investment services and asset management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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.
1
2
MI
09/08/2015 - Present
Hantz Financial Services, Inc. (SOUTHFIELD MI)
NA
06/23/1999 - 07/09/1999
HANTZ FINANCIAL SERVICES, INC.
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
12/03/1993 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/03/1993 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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