Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Shovlin is an Investment Advisor Representative registered with MML Investors Services, LLC. Patrick is licensed to provide financial advice in multiple states and holds the Series 63, Series 65, Series 7TO, and SIE exams. Patrick has been in the financial industry since August 15, 2019. Patrick Shovlin specializes in working with individuals, corporations, and pension and profit-sharing plans. Patrick is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/17/2021 - Present
MML Investors Services, LLC (New York NY)
IA
Issued 08/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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