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Linda Lee Patterson

Creativeone Securities, LLC

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About Linda Lee Patterson

Linda Patterson is a registered investment advisor representative with Creativeone Securities, LLC. Linda has been working in the financial industry since 2004 and has experience in providing financial planning and portfolio management services to individuals and high-net-worth individuals. She is licensed to provide investment advice in Florida, Kansas, Missouri, Nebraska, Pennsylvania, and Texas. Linda has a wide range of experience in the financial industry, and is committed to providing her clients with personalized financial advice.

Firm Information

Linda Patterson is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Patterson’s Registration & Firm History

KS

02/22/2011 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

KS

11/12/2007 - 12/31/2010

BROKER DEALER FINANCIAL SERVICES CORP. (OVERLAND PARK KS)

KS

05/20/2004 - 11/13/2007

METLIFE SECURITIES INC. (OVERLAND PARK KS)

KS

05/20/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 03/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Lee Patterson.
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