Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Matthews is a financial professional with over 20 years of experience in the financial services industry. Patrick is a registered representative of Northwestern Mutual Investment Services, LLC and is licensed to provide investment advice in multiple states. Patrick has a strong background in investment planning and holds the Series 6, Series 26 and Series 63 licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
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TX
10/25/2002 - Present
Northwestern Mutual Investment Services, LLC (Frisco TX)
BC
Issued 05/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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