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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah Eli Patterson is a financial advisor who has been in the industry since 2006. Jeremiah Eli Patterson is registered with Concourse Financial Group Securities, Inc. and has a Series 66, Series 7, and SIE license. Jeremiah Eli Patterson is also a Certified Financial Planner. Jeremiah Eli Patterson has previously been registered with NFP Securities, Inc. and Ameriprise Financial Services, Inc.. Jeremiah Eli Patterson works with individuals, families, and businesses to help them reach their financial goals. Jeremiah Eli Patterson provides financial planning, investment management, and insurance services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/13/2009 - Present
Concourse Financial Group Securities, Inc. (Sugar Land TX)
TX
02/05/2007 - 07/02/2009
NFP SECURITIES, INC. (AUSTIN TX)
TX
05/25/2006 - 01/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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