Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew G. Patterson is a financial advisor with J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Andrew has worked in the financial services industry since October 2007 and has passed the Series 6, Series 63, and SIE exams. Andrew is registered with the state of California. Previously, Andrew worked with American Fidelity Securities, Inc., Foresters Equity Services, Inc., and New England Securities. Andrew specializes in various investment products and services, including stocks, bonds, mutual funds, and variable annuities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
03/21/2016 - Present
J.p. Morgan Securities LLC (LA VERNE CA)
OK
05/09/2014 - 08/04/2015
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
CA
04/14/2004 - 02/15/2011
FORESTERS EQUITY SERVICES, INC. (GARDEN GROVE CA)
NY
11/06/2003 - 03/26/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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