Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Luke Patterson is an investment advisor representative at Avidian Wealth Solutions in Houston, Texas. Patterson has been in the industry since 1996 and holds Series 7, 31, 63, and 65 licenses. Prior to joining Avidian Wealth Solutions, Patterson worked at Stanford Group Company, Morgan Keegan & Company, Inc., Paine Webber Incorporated, Dean Witter Reynolds Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patterson is a weekly host on the talk show "StreetTalk Live" on KSEV 700AM providing general market commentary.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
06/24/2011 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
11/11/2002 - 03/18/2004
STANFORD GROUP COMPANY (HOUSTON TX)
TN
01/19/2000 - 11/19/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
09/27/1999 - 10/19/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/03/1998 - 10/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/04/1996 - 06/05/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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