Patrick Woodward, financial advisor Whitehouse Station NJ

Patrick Woodward

CRD Number: 3067643
Current Firm: Mml Investors Services, LLC

Patrick Woodward (CRD# 3067643) is an Investment Advisor Representative working at Mml Investors Services, LLC in Whitehouse Station, NJ and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Whitehouse Station, NJ Mar 2017 - Current 7
Massmutual Life Insurance Co Whitehouse Station, NJ Jul 2016 - Current 7
Metlife Securities Inc. Mt. Arlington, NJ May 1998 - Mar 2017 18
Metropolitan Life Insurance Company Mt. Arlington, NJ May 1998 - Jul 2016 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Patrick C. Woodward
Phone Number: (413)737-8400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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