Unclaimed
Patrick Mark Grant is a financial professional with over 20 years of experience in the financial services industry. Patrick is currently registered with Northwestern Mutual Investment Services, LLC as a Registered Representative (Series 6) and Investment Advisor Representative (Series 65). Patrick has also held previous roles with STRONG INVESTMENTS, INC. in Menomonee Falls, Wisconsin. Patrick is committed to providing personalized financial guidance and solutions to help clients 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
WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
07/19/1995 - 07/05/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 05/01/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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