Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Patterson is a financial professional with experience in the financial services industry. Gerald has a strong track record of success in the financial services industry, having worked with firms like Fidelity Brokerage Services LLC and Prudential Investment Management Services LLC. Gerald is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Investment Services LLC.
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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CA
07/12/2024 - Present
Cetera Advisors LLC (EL SEGUNDO CA)
NH
11/01/2022 - 02/29/2024
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NJ
03/01/2001 - 11/19/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BC
Issued 12/07/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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