Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patterson? Claim Your ProfilePatterson McKinlay is a financial advisor who has been in the industry since 1995. Patterson is currently registered with Global Retirement Partners LLC and has been with the firm since October 2014. Prior to that, Patterson was registered with Financial Telesis Inc from October 2010 to December 2014, Woodbury Financial Services, Inc from June 2004 to October 2010, and Lincoln Financial Advisors Corporation from June 2003 to February 2004. Patterson holds Series 7, Series 24, Series 63, and Series 65 licenses. Patterson is licensed in Arkansas, California, Colorado, District of Columbia, Florida, Idaho, Illinois, Kansas, Maine, New Mexico, New York, Ohio, Oklahoma, Tennessee, and Texas. Patterson is a registered Investment Advisor Representative (IAR) and has been providing financial planning and investment advice for over 25 years.
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.
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.
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2
CO
06/01/2021 - Present
Global Retirement Partners LLC (DENVER CO)
CO
10/20/2010 - 12/03/2014
FINANCIAL TELESIS INC (DENVER CO)
CO
06/03/2004 - 10/22/2010
WOODBURY FINANCIAL SERVICES, INC. (DENVER CO)
IN
06/18/2003 - 02/12/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/18/2003 - 02/12/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
10/22/2002 - 04/16/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MO
01/02/2001 - 10/22/2002
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
08/23/1994 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/23/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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