Unclaimed
Patrick Puhl has been in the financial industry since September 12, 2004 and is currently registered with Nationwide Investment Services Corp. Patrick holds a Series 6, Series 26, Series 63 and SIE license. Patrick has a previous registration with MML Investors Services, Inc.
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.
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.
1
2
OH
11/10/2006 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
MA
02/18/2002 - 04/16/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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