Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patton has been in the financial industry since 2000 and is currently registered with Cetera Investment Advisers LLC. David has previously worked for CCO Investment Services Corp., Charter One Securities, Inc., BANC One Securities Corporation, ABN AMRO Financial Services, Inc., and AXA Advisors, LLC. David is a licensed insurance agent, real estate investor and is the owner of Clever Home Solutions LLC. David holds licenses to sell securities in Florida, Michigan, New York, and Virginia. David has passed the Series 66, Series 7, and SIE exams. Cetera Investment Advisers LLC is headquartered in Schaumburg, IL and has been serving clients since 2013. The firm has $104.5 billion in assets under management. Cetera Investment Advisers LLC offers financial planning, portfolio management, and pension consulting 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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MI
03/21/2024 - Present
Cetera Investment Advisers LLC (CLINTON TOWNSHIP MI)
MI
12/01/2005 - 04/15/2011
CCO INVESTMENT SERVICES CORP. (ST. CLAIR SHORES MI)
OH
10/02/2002 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
03/08/2001 - 10/10/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/02/2001 - 02/09/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
11/03/2000 - 02/06/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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