Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Louis is a financial advisor at Northwestern Mutual Investment Services, LLC. Patrick has been in the financial industry since 2019. Patrick is registered in Ohio and Kentucky. Patrick is also licensed to sell securities in Georgia and Florida. Patrick is a graduate of the University of Cincinnati. Patrick has a background in sales and marketing. Patrick is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
1
2
OH
08/13/2022 - Present
Northwestern Mutual Investment Services, LLC (CINCINNATI OH)
KY
08/29/2019 - 05/23/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 02/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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