Patrick Klozik in

Patrick Klozik

Commander · DISC type D
Financial Services Professional at NYLIFE Securities LLC
📍 Shiner, Texas, United States

Patrick Klozik is a Financial Services Professional with NYLIFE Securities LLC and New York Life, holding FIC and LUTCF designations. An alumnus of Texas A&M University, he specializes in creating financial strategies for retirement, college funding, and lifetime income needs for clients in the Shiner, Texas area.

Based in Shiner, Texas, Patrick is active in his local community. He is involved with the Shiner Junior Livestock Show, demonstrating a commitment to youth agricultural education. He also engages in philanthropy by presenting academic scholarships to local students on behalf of community organizations.

He has been recognized by Catholic Life Insurance as a "Leading Producer" for his work.

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Experience
2 Years
Current Role
Financial Services Professional
Location
Shiner, Texas, United States
Personality Overview

How Patrick shows up

Candid & Clear
Decisive
Impact-Driven

They respond better to strong and respectful interactions. They like to move fast and expect the same from others. More than the product, they care about the impact of the product.

Priorities

Topics Patrick cares about

Life Insurance
His professional focus and recent posts heavily emphasize the importance of life insurance policies for ensuring a family's financial future.
Retirement Planning
He specializes in offering securities and services to help clients prepare for retirement, including developing lifetime income strategies.
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Career

Work history

6-2024
Financial Services Professional
NYLIFE Securities LLC
2-2024
Financial Services Professional
Klozik Financial Services, Inc
2-2024
Financial Professional
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-1991 - 5-1996
Bachelor's degree
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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