Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Patterson is a financial advisor with Cutter & Company, Inc. in BALLWIN, MO. Jeffrey has been a registered representative since January 1995. Jeffrey has experience with securities and investment advisory services. Jeffrey is a licensed agent for a number of insurance products.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
07/25/2017 - Present
Cutter & Company, Inc. (BALLWIN MO)
MO
02/29/2012 - 07/17/2017
SECURITIES AMERICA, INC. (CHESTERFIELD MO)
MO
12/07/2006 - 03/05/2012
DELTA EQUITY SERVICES CORPORATION (O'FALLON MO)
MO
03/26/2001 - 12/01/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHESTERFIELD MO)
NJ
02/18/2000 - 03/23/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/06/1996 - 02/29/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
01/30/1995 - 05/06/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 10/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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