Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua William Patterson is a financial advisor in the Houston, TX area. Joshua is registered with Avidian Wealth Solutions. Joshua has been in the securities industry since 1998 and has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
05/18/2018 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
06/28/2002 - 11/14/2017
IMS SECURITIES, INC. (HOUSTON TX)
NY
08/20/2001 - 07/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/28/1998 - 09/14/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 08/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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