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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 Patton is a financial advisor with LPL Financial LLC in BLUEFIELD, WV. Michael has been in the financial services industry since 1998. Michael is licensed to offer securities in West Virginia and Texas, and is also registered as an investment advisor in West Virginia and Texas. Michael has a Series 65 and Series 63 license and is a Certified Financial Planner. Prior to joining LPL Financial LLC, Michael worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and ROBERT THOMAS SECURITIES, INC. Michael provides financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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WV
09/24/2013 - Present
LPL Financial LLC (BLUEFIELD WV)
WV
01/04/1999 - 09/17/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLUEFIELD WV)
FL
04/22/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 04/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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