Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McCormick is a financial advisor currently affiliated with MML Investors Services, LLC, in Haverhill, MA. Patrick has worked in the financial industry since 2003. Patrick specializes in providing advice and services to a variety of client types, including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Patrick's professional experience includes positions with MSI Financial Services, Inc., and New England Securities. Patrick holds the Series 6, Series 63 and SIE licenses.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (HAVERHILL MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAVERHILL MA)
MA
01/20/2003 - 01/02/2015
NEW ENGLAND SECURITIES (HAVERHILL MA)
BC
Issued 08/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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