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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patterson is an investment advisor representative with Managed Asset Portfolios, LLC based in Rochester, Michigan. Daniel has been in the financial services industry for over 30 years and holds a variety of licenses and certifications, including Series 6, 7, 24, 27, 53, 63, and 65. Daniel has experience working with a variety of clients, including individuals, corporations, charitable organizations, investment companies, and state or municipal government entities. Daniel is dedicated to providing clients with personalized investment advice and portfolio management services.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
04/20/2010 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
MI
04/27/2012 - 07/07/2015
MIDAMERICA FINANCIAL SERVICES, INC. (ROCHESTER MI)
NY
12/21/2011 - 03/09/2012
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
MI
01/04/2001 - 04/25/2001
H & R BLOCK FINANCIAL CORPORATION (DETROIT MI)
MI
09/20/1984 - 04/06/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MI
01/18/1996 - 05/10/1999
SMARTVEST (DETROIT MI)
BC
Issued 12/24/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/12/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/01/1986
Series 4 - Registered Options Principal Examination
BC
Issued 07/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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