Patrick SawyerCRD Number: 6211939
Current Firm: Msi Financial Services, Inc.
Patrick Sawyer (CRD# 6211939) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Warwick, RI and has over 3 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
First Financial Advisory Services Inc.
|Metlife Securities||Warwick, RI||Jun 2013 - Current||3|
|Unemployment||Norwich, CT||May 2013 - Jun 2013||< 1|
|University Of Ct||Stores, CT||Aug 2010 - May 2013||2|
|University Of Nc||Greensboro, NC||Aug 2009 - Aug 2010||1|
|Norwich Free Academy||Norwich, CT||Aug 2006 - Aug 2009||3|
|St Patrick's||Norwich, CT||Aug 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV