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Patrick Stephen Smith

Brighthouse Securities, LLC

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About Patrick Stephen Smith

Patrick Stephen Smith is a financial advisor with Brighthouse Securities, LLC. Patrick has been in the industry since February 19, 2002. Patrick is registered in Iowa and holds the Series 7, Series 66, and Series 26 licenses.

Firm Information

Patrick Smith is currently registered with Brighthouse Securities, LLC. Brighthouse Securities, LLC is a Limited Liability Company formed in February 2000. The firm is registered with the Securities and Exchange Commission and holds licenses to operate in all 50 U.S. states, as well as Puerto Rico and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

153

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Smith’s Registration & Firm History

NC

12/26/2019 - Present

Brighthouse Securities, LLC (CHARLOTTE NC)

IA

12/11/2004 - 11/27/2019

METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)

IA

01/23/2013 - 07/07/2016

MSI FINANCIAL SERVICES, INC. (WEST DES MOINES IA)

IA

07/31/2006 - 01/02/2015

NEW ENGLAND SECURITIES (WEST DES MOINES IA)

CA

02/12/2003 - 12/11/2004

METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)

MN

01/03/2002 - 01/23/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/03/2002 - 01/23/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Stephen Smith.
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