Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Rourke is a financial advisor with MML Investors Services, LLC, located in Warwick, RI. Patrick has been a registered representative for over three years and holds multiple industry certifications. Patrick is registered with the Securities and Exchange Commission (SEC) and with several states, including Rhode Island, Texas, Colorado, Indiana, Maryland, Massachusetts, Michigan, North Carolina, South Carolina, Tennessee, Vermont, and Virginia. Patrick's experience includes working with a variety of clients, including individuals, corporations, and businesses. Patrick is committed to providing personalized financial planning services to his clients.
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
RI
07/12/2021 - Present
MML Investors Services, LLC (WARWICK RI)
IA
Issued 06/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Patrick O'Rourke is the right advisor for you? Invested Better is here to help.
