Jack Patten

  • Financial Advisor
  • Investment Advisor Representative

As a Financial Advisor, Jack acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“When it comes to preparing for the future, it’s important to work with someone who has the foresight and resources to help you navigate life’s changes successfully.”

QUALIFICATIONS

  • Licensed to sell Life, Accident & Health insurance*
  • Holds his Series 6, 63 and 65 Securities Licenses
  • Graduate of Iona College with a Bachelor of Business Administration, majoring in Finance and minoring in Economics

PERSONAL

  • While at Iona, he was President of the Financial Management Association (FMA) and a member of the Finance Club
  • Currently resides in Westerly, Rhode Island
  • In free time enjoys restoring antique cars

 

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI

Check the background of this investment professional on FINRA’s BrokerCheck