Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patterson is a financial professional with over 38 years of experience in the industry. Michael currently works for Concourse Financial Group Securities, Inc. where Michael has been registered since December 31, 2001. Before joining Concourse Financial Group Securities, Inc., Michael was previously registered with MID-ATLANTIC SECURITIES, INC. and PROTECTIVE EQUITY SERVICES, INC.. Michael holds Series 7, Series 24, Series 51 and SIE licenses, along with a Series 63 license. Michael also holds a Certified Financial Planner and a Chartered Financial Consultant designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
12/31/2001 - Present
Concourse Financial Group Securities, Inc. (Raleigh NC)
NC
01/01/1993 - 05/03/1994
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
AL
04/24/1985 - 01/04/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 05/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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