Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis L. Patterson is a financial professional with over 30 years of experience in the industry. Curtis is currently registered with Park Avenue Securities LLC in Cedar Falls, IA. Prior to joining Park Avenue Securities, Curtis worked at firms like GUARDIAN INVESTOR SERVICES CORPORATION in New York, NY, FINANCIAL NETWORK INVESTMENT CORPORATION in El Segundo, CA and PENNSYLVANIA SECURITIES COMPANY. Curtis is licensed to provide investment advice and services in 24 states, including Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, Nevada, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IA
05/03/1999 - Present
Park Avenue Securities LLC (CEDAR FALLS IA)
NY
06/02/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
05/23/1989 - 08/17/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
03/02/1989 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Patterson is the right advisor for you? Invested Better is here to help.
