Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Patterson is a financial advisor in Charlotte, NC with over 15 years of experience in the industry. Joshua is registered with Ameriprise Financial Services, LLC and has a Series 66 license, as well as Series 7 and SIE. Prior to his current role, Joshua also worked for Ameriprise Financial Services, Inc. Joshua has been recognized for his commitment to providing excellent client service and his expertise in financial planning. He specializes in serving a variety of client types including high-net-worth individuals, trusts/estates, and charitable organizations. Joshua has a strong understanding of the financial markets and is committed to helping his clients 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.
Asset allocation services
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
NC
01/02/2018 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
NC
10/19/2006 - 10/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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