Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Silva is a financial professional with over 20 years of experience in the financial services industry. Patrick is currently registered with MML Investors Services, LLC and holds a Series 6, 7, 24, 26, 55, 63, and 65 licenses. Patrick has a strong background in financial planning, portfolio management, and investment advisory services.
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
09/23/2019 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
12/01/2014 - 11/06/2017
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/01/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
01/26/2004 - 11/24/2014
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
05/09/2003 - 01/08/2004
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
ME
08/28/2000 - 03/14/2003
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
IA
Issued 07/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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