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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Patton is a financial advisor with Cetera Investment Advisers LLC. Michael A. Patton has been working in the financial industry since May 8, 2007. Michael A. Patton has a Series 6, 7, and 63 license. Michael A. Patton is registered in Pennsylvania and Florida. Michael A. Patton also has a Series 65 license which means that Michael A. Patton is also a registered Investment Advisor. Michael A. Patton is registered with Cetera Investment Advisers LLC since May 7, 2012. Michael A. Patton was previously registered with Walnut Street Securities, Inc. and Pruco Securities, LLC.
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
PA
05/07/2012 - Present
Cetera Investment Advisers LLC (CLARION PA)
PA
09/04/2007 - 06/01/2012
WALNUT STREET SECURITIES, INC. (CLARION PA)
NJ
12/19/2006 - 04/16/2007
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/3/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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