Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Patterson is a financial advisor with over 30 years of experience in the industry. John is currently registered with IC Advisory Services, Inc. and has been with the firm since August 2019. John also has previous experience with TFS Securities, Inc., 1717 Capital Management Company, and H.D. Vest Investment Securities, Inc. John is a Certified Financial Planner and holds a Series 6, Series 7, Series 63, and SIE licenses. John specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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2
NJ
06/06/2024 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
PA
11/05/2001 - 08/09/2019
TFS SECURITIES, INC. (BRYN MAWR PA)
DE
03/11/1993 - 11/06/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
06/23/1992 - 03/20/1993
TFS SECURITIES, INC. (LINCROFT NJ)
TX
06/23/1992 - 01/27/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 06/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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