Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Patterson is a financial advisor who has been in the industry since 2020. Matthew holds a Series 7TO, Series 66, and SIE licenses, and is registered in Arizona, California, New York, Oregon, Texas, Virginia, and Washington. Matthew is affiliated with Equitable Advisors, LLC and has a branch office located in Los Angeles, California.
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.
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.
1
2
CA
06/21/2024 - Present
Equitable Advisors, LLC (LOS ANGELES CA)
BOTH
Issued 09/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Patterson is the right advisor for you? Invested Better is here to help.
