Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Van meter Patterson is a registered representative with Truist Advisory Services, Inc. Christian has been in the industry since 2002. Christian is licensed to provide financial advice in 41 states. Christian previously worked at BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Christian is a Series 7, 9, 10, 24, 52TO, 53, 66, and 99TO licensed professional.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/24/2008 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
KY
09/09/2004 - 11/16/2007
MML INVESTORS SERVICES, INC. (LEXINGTON KY)
OH
01/23/2004 - 07/19/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
10/08/2002 - 08/13/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
10/23/2001 - 07/22/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/23/2001 - 07/22/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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