Patrick E Randall

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 03/2017
  Metlife Securities Inc
  Oklahoma City, OK
• 03/2017 → Present
  Mml Investors Services, Llc
  Oklahoma City, OK
• 07/2016 → Present
  Massmutual Life Insurance Co
  Oklahoma City, OK

Previous Registrations

• 2007-11-08 → 2017-03-25
  Msi Financial Services, Inc.
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1)NAME: DELTA SETTLEMENTS/BUTTONWOOD GROUP INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: CONSULTANT - STRUCTURED SETTLEMENTS & FINANCIAL RESEARCH/ DUE DILIGENCE POSITION: CONSULTANT - STRUCTURED SETTLEMENTS & FINANCIAL RESEARCH/ DUE DILIGENCE START DATE: 01/01/2009 No. HR/MO: 6. No. HR/MO DURING SEC TRADING: 0. DUTIES: PROVIDE FINANCIAL GUIDANCE/RESEARCH TO ATTORNEYS, CLIENTS & FINANCIAL ADVISORS IN CIRCUMSTANCE WHERE A STRUCTURED SETTLEMENT IS NOT PLACED. DUTIES INCLUDE CONDUCTING FINANCIAL RESEARCH, DUE DILIGENCE, EVALUATING SETTLEMENT OPTIONS, EXPLAINING FINANCIAL CONDITIONS TO SUPPORT DECISION MAKING. 2)NAME: PATRICK RANDALL INV REL: Y ADD: 825 GATEWAY BRIDGE RD, EDMOND OK 73034 NATURE: NONMMLIA: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, LONG TERM CARE, ANNUITY. POSITION: SALES, CONSULTANT. START DATE: 01/01/2008 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-01
• S63 Uniform Securities Agent State Law Examination
  2007-05-24

Other Names

• Patrick Randall