Unclaimed
Patrick Howell is an investment advisor representative registered with Nylife Securities LLC in EAST BURKE, VT. Patrick has over 16 years of experience in the financial services industry. Prior to joining Nylife Securities LLC, Patrick worked at Park Avenue Securities LLC, MML Investors Services, LLC, Ameriprise Financial Services, Inc., Royal Alliance Associates, Inc., Sigma Financial Corporation, National Planning Corporation and Investors Capital Corp. Patrick is also a Registered Investment Advisor with Eagle Strategies Llc.
EAST BURKE, VT
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.
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
VT
03/09/2020 - Present
Nylife Securities LLC (EAST BURKE VT)
CT
03/27/2019 - 02/06/2020
PARK AVENUE SECURITIES LLC (FARMINGTON CT)
MA
05/18/2017 - 03/15/2019
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
MI
04/11/2014 - 08/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MI
06/12/2009 - 04/17/2014
ROYAL ALLIANCE ASSOCIATES, INC. (BIRMINGHAM MI)
MI
01/06/2009 - 06/12/2009
SIGMA FINANCIAL CORPORATION (BIRMINGHAM MI)
MI
09/08/2006 - 01/06/2009
NATIONAL PLANNING CORPORATION (NOVI MI)
MI
03/19/2004 - 09/15/2006
INVESTORS CAPITAL CORP. (BINGHAM FARMS MI)
BOTH
Issued 4/4/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/1/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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