Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew David Patterson is a financial advisor who has been in the industry since August 2007. Drew is currently registered with LPL Financial LLC and holds a Series 7 and Series 66 license. Drew has been registered with LPL Financial LLC since May 2010. Prior to that, Drew was registered with Ameriprise Financial Services, Inc. from August 2007 to June 2010. Drew has a wide range of experience in the financial services industry and is dedicated to providing his clients with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
03/26/2020 - Present
LPL Financial LLC (FRISCO TX)
IL
08/23/2007 - 06/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
BOTH
Issued 07/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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