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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R? Claim Your ProfileR Blair Patteson is a financial advisor with Morgan Stanley. R Blair Patteson has been in the industry for 20 years. R Blair Patteson has a series 66 license, a series 31 license and a series 7 license. R Blair Patteson is registered in 34 states and the District of Columbia. R Blair Patteson previously worked at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. R Blair Patteson specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. R Blair Patteson's office is located in KNOXVILLE, TN at LANDMARK CENTER, 1111 NORTH SHORE DR STE N-160, 37919.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
06/01/2009 - Present
Morgan Stanley (KNOXVILLE TN)
TN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (KNOXVILLE TN)
TN
08/04/2003 - 04/02/2007
MORGAN STANLEY DW INC. (KNOXVILLE TN)
BOTH
Issued 08/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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