Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patterson is a financial advisor with Avantax Investment Services, Inc. based in Seneca, South Carolina. David is a registered representative and investment advisor representative holding the Series 6 and 63 licenses as well as the SIE. David has been in the financial services industry since 2008 and has experience in both investment and insurance products. David is dedicated to providing clients with personalized financial planning and investment advice to meet their unique goals.
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
SC
09/12/2008 - Present
Avantax Investment Services, Inc. (SENECA SC)
BC
Issued 10/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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