Unclaimed
Patrick Mueller is a registered representative and investment advisor representative with John Hancock Investment Management LLC. Patrick is based in Boston, MA. Patrick holds a Series 7TO, Series 66 and Series 24 license. Patrick was previously employed at ALLIANCEBERNSTEIN INVESTMENTS, INC., NYLIFE SECURITIES LLC, and FIRST COMMAND BROKERAGE SERVICES, INC. Patrick has 6 years of experience in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
12/02/2024 - Present
John Hancock Investment Management LLC (Mansfield MA)
TN
02/14/2023 - 02/12/2024
ALLIANCEBERNSTEIN INVESTMENTS, INC. (Nashville TN)
TN
10/26/2021 - 01/20/2023
NYLIFE SECURITIES LLC (CLARKSVILLE TN)
TN
04/10/2021 - 09/13/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (CLARKSVILLE TN)
BOTH
Issued 05/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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