Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Steven Patterson is a financial advisor who has been in the industry since 1970. He is currently registered with First Advisors National, LLC and has a Series 65 license. Paul has experience with both individual and business clients and has a focus on retirement planning and financial planning. He is also available to help clients select other advisors. Paul has a long history of working in the financial services industry and has held positions with several companies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
SC
01/01/2025 - Present
First Advisors National, LLC (ROCK HILL SC)
FL
08/03/1993 - 12/31/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
AL
05/15/1992 - 07/22/1993
INVESTECH CAPITAL CORPORATION (BIRMINGHAM AL)
TX
07/30/1990 - 04/28/1992
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
NC
02/12/1990 - 07/24/1990
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NJ
11/22/1989 - 12/31/1989
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
04/16/1987 - 02/08/1988
SECURITIES GROUP OF NORTH AMERICA
NA
07/17/1986 - 02/02/1987
PLANVEST CAPITAL CORPORATION
NA
09/30/1985 - 12/20/1986
INVESTORS BROKERAGE SERVICES, INC.
NA
10/26/1982 - 10/22/1986
PILOT FINANCIAL SERVICES, INC.
NA
02/19/1981 - 12/02/1981
FSC SECURITIES CORPORATION
NA
11/30/1979 - 02/15/1981
LOWRY FINANCIAL SERVICES CORPORATION
NA
09/04/1979 - 12/09/1979
TITAN CAPITAL CORPORATION
NA
06/20/1978 - 08/21/1979
CORNERSTONE FINANCIAL SERVICES, INC.
NA
11/03/1975 - 06/05/1978
E. F. HUTTON & COMPANY INC
NA
10/08/1974 - 11/03/1975
CONTINENTAL PACIFIC CAPITAL CORPORATION
NA
03/06/1974 - 06/09/1974
SHEARSON, HAMMILL & CO., INCORPORATED
NA
11/14/1973 - 02/04/1974
JOHN L. HAWKINS & CO., INC.
NA
06/12/1973 - 12/05/1973
REYNOLDS SECURITIES, INC.
NA
08/26/1970 - 07/08/1973
CONSOLIDATED SECURITIES CORP
IA
Issued 07/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1969
Series 00 - General Securities Principal Examination
BC
Issued 11/28/1966
Series 1 - Registered Representative Examination
Active
Inactive
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