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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick William Hassett is an investment advisor representative with SPC. Patrick is registered in Michigan, Virginia, Nebraska, New Mexico, and Georgia. Patrick has been in the industry since December 30, 2003. Patrick has passed the Series 6, Series 63, Series 65, and SIE exams. Prior to joining SPC, Patrick was a registered representative with LPL Financial LLC, National Planning Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Patrick's area of expertise is financial planning, portfolio management for individuals and businesses, and pension consulting. Patrick also provides educational seminars and consultation 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.
Consultation services
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.
Seminar attendance fees
1
2
MI
02/21/2023 - Present
SPC (Shelby Township MI)
MI
11/29/2017 - 02/27/2023
LPL FINANCIAL LLC (SHELBY TOWNSHIP MI)
MI
03/29/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (Shelby TWP MI)
MI
12/04/2003 - 03/01/2016
METLIFE SECURITIES INC. (SOUTHFIELD MI)
MI
12/04/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TROY MI)
IA
Issued 06/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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