Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Patterson is a financial advisor who has been active in the industry since 2006. Robert is currently registered with Fidelity Brokerage Services LLC and holds the Series 6, 7TO, and SIE licenses. Robert is registered in all states and has experience in the financial services industry. Robert was previously registered with J.P. Morgan Institutional Investments Inc. from 2005-2007.
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
KY
07/18/2008 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MO
03/23/2005 - 04/16/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
BC
Issued 06/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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