Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Klozik is a financial professional based in Shiner, TX. Patrick has been in the industry since March 19, 2005. Patrick is currently registered with Nylife Securities LLC in Shiner, TX and holds Series 6, SIE, and Series 63 licenses. Patrick was previously registered with Park Avenue Securities LLC, Lion Street Financial, LLC, and Nylife Securities LLC in Shiner, TX.
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.
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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TX
06/05/2024 - Present
Nylife Securities LLC (SHINER TX)
TX
02/19/2021 - 05/15/2024
PARK AVENUE SECURITIES LLC (SHINER TX)
TX
08/27/2015 - 03/12/2021
LION STREET FINANCIAL, LLC (SHINER TX)
TX
02/28/2005 - 09/02/2015
NYLIFE SECURITIES LLC (SHINER TX)
TX
01/25/2008 - 02/19/2008
INVESTMENT PROFESSIONALS, INC. (SHINER TX)
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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