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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun D. Patterson is a financial advisor with over 30 years of experience in the industry. Shaun D. Patterson is currently registered with World Investment Advisors, LLC and has been with this firm since June 2024. Shaun D. Patterson is licensed to provide investment advice in multiple states, including Florida, Ohio, and Texas. Shaun D. Patterson has previously worked with several other prominent firms, including Raymond James Financial Services, Inc. and Ameriprise Financial Services, LLC. Shaun D. Patterson holds Series 63, 65, 7 and SIE licenses and is a Certified Financial Planner.
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.
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.
1
2
FL
06/28/2024 - Present
World Investment Advisors, LLC (Miami Beach FL)
OH
06/04/2021 - 07/25/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus OH)
OH
10/05/2009 - 06/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (DUBLIN OH)
OH
04/30/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (COLUMBUS OH)
NJ
09/20/1991 - 05/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
OH
07/26/1990 - 10/08/1991
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 03/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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