Unclaimed
Rhett Lynn Patterson is a financial professional with over 20 years of experience in the industry. Rhett is currently registered with Valmark Securities, Inc. and is located in Irvine, CA. Rhett has a Series 6 and Series 63 license as well as the Securities Industry Essentials (SIE) exam. Rhett has previous experience with Newport Group Securities, Inc., Clark Securities, Inc., Chase Investment Services Corp. and Simmers Capital Management Corporation.
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.
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.
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2
CA
04/13/2022 - Present
Valmark Securities, Inc. (Irvine CA)
TX
05/18/2011 - 04/11/2022
NEWPORT GROUP SECURITIES, INC. (Dallas TX)
TX
04/02/2004 - 05/02/2011
CLARK SECURITIES, INC. (DALLAS TX)
IL
07/10/2001 - 08/21/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
AZ
09/22/2000 - 11/16/2000
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BC
Issued 09/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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