Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Robertson is a financial professional with over 6 years of experience in the financial services industry. Patrick is currently registered with MML Investors Services, LLC, a leading financial services firm with a strong reputation for providing comprehensive financial solutions to individuals, families, and businesses. Prior to joining MML Investors Services, LLC, Patrick worked with PRUCO Securities, LLC. and NYLIFE Securities LLC. Patrick is dedicated to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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
UT
09/22/2023 - Present
MML Investors Services, LLC (Salt Lake City UT)
UT
12/04/2020 - 08/31/2023
PRUCO SECURITIES, LLC. (Salt Lake City UT)
UT
05/08/2017 - 12/04/2020
NYLIFE SECURITIES LLC (SANDY UT)
BC
Issued 05/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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