Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pat? Claim Your ProfilePat Palmer Patterson is a financial advisor at LPL Financial LLC. Pat has been in the industry for over 30 years and has a wide range of experience in financial planning and investment management. Pat is registered to provide investment advice in multiple states and has a strong track record of success.
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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TX
08/06/2021 - Present
LPL Financial LLC (HOUSTON TX)
TX
09/25/2000 - 05/05/2021
EDWARD JONES (HOUSTON TX)
CA
01/07/1999 - 10/02/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
09/19/1997 - 12/31/1998
SIGNAL SECURITIES, INC. (FORT WORTH TX)
CO
06/08/1995 - 10/14/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NY
06/08/1995 - 09/17/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NJ
04/09/1992 - 06/13/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/09/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 01/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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