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Edward Joseph Patterson

THE Leaders Group, Inc.

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About Edward Joseph Patterson

Edward Joseph Patterson is a financial advisor at The Leaders Group, Inc., a firm based in Littleton, Colorado. Edward has been in the industry since June 1998 and has held a variety of roles at different firms. Edward currently holds Series 4, 7, 24, 52TO, 53, 63, 72, and SIE licenses. Edward is registered in New York.

Firm Information

Edward Patterson is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Edward Patterson’s Registration & Firm History

CO

05/29/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

CA

10/30/2003 - 06/13/2018

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

TX

07/19/1999 - 10/01/2003

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

GA

10/08/1996 - 07/19/1999

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

CA

06/13/1996 - 10/14/1996

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

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Licenses & Designations

IA

Issued 05/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/27/1997

Series 4 - Registered Options Principal Examination

BC

Issued 11/29/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 06/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Joseph Patterson.
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