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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cash? Claim Your ProfileCash Patterson Armstrong is a financial advisor at Armstrong Advisory Group Inc. Cash has been with the firm since July 2020. They are a Certified Financial Planner and have been in the industry since 2012. They have a Series 65 license and have also passed the Securities Industry Essentials Examination. The firm specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
05/01/2024 - Present
Armstrong Advisory Group Inc. (NEEDHAM MA)
BC
Issued 02/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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