Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Sean Wright is a financial advisor with Northwestern Mutual Investment Services, LLC. Patrick has over 20 years of experience in the financial services industry. Patrick is registered to provide investment advice in 21 states and holds several licenses and certifications. Patrick is committed to helping his clients achieve their financial goals. Patrick specializes in assisting clients with financial planning and referrals to other financial advisors.
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
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2
WI
02/16/2024 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
IL
05/03/2002 - 08/22/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 03/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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