Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Patterson is a financial advisor with Level Four Advisory Services and Level Four Capital Management. Jeffery holds the Series 6, 7, 3, 22, 63, and 65 licenses. Jeffery has been working in the financial industry for over 30 years and has a wide range of experience. Jeffery's expertise includes financial planning, portfolio management, and pension consulting. Jeffery is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
04/21/2023 - Present
Level Four Advisory Services (FORT WORTH TX)
ME
08/06/2018 - 05/18/2020
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
ME
02/28/2013 - 12/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
TX
01/29/2002 - 03/01/2004
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
FL
07/29/1996 - 12/31/2001
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
MO
04/18/1994 - 06/12/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
10/06/1992 - 05/05/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
11/25/1987 - 10/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2018
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffery Patterson is the right advisor for you? Invested Better is here to help.
