Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Todd Patton is a registered Investment Advisor Representative with Familywealth. Jeremy is also a registered Investment Advisor in Texas and Washington. Jeremy has been in the financial services industry since 2005. Jeremy has earned the Series 65 designation and has experience providing financial planning, portfolio management, and pension consulting 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice to use models of related investment adviser
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.
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TX
02/24/2023 - Present
Familywealth (Frisco TX)
IA
Issued 01/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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