Unclaimed
Betsey C. Patterson has been a registered representative in the securities industry since 2003. Betsey is currently registered with Paychex Securities Corp. in Rochester, NY and has been with them since 2009. Betsey previously worked at CADARET, GRANT & CO., INC. in Syracuse, NY. Betsey has held the Series 7, Series 63, Series 26 and Series 27 licenses and is registered in all 50 states.
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.
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.
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2
NY
08/13/2009 - Present
Paychex Securities Corp. (Rochester NY)
NY
09/17/2003 - 09/13/2007
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 12/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/25/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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