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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dakin Pattison is an investment advisor representative with Truist Advisory Services, Inc. Stephen has been working in the financial services industry since October 1998. Stephen has been registered with Truist Advisory Services, Inc. since August 2013, and with Truist Investment Services, Inc. since August 2016. Prior to that, Stephen worked at BB&T Investment Services, Inc. and PFS Investments Inc. Stephen's experience and credentials include licenses in Virginia, Texas, Rhode Island, Utah, South Carolina, Pennsylvania, Oklahoma, North Carolina, New York, New Jersey, Massachusetts, Maryland, Iowa, Georgia, Florida, District of Columbia, California, and West Virginia. Stephen is also registered as an investment advisor representative in Rhode Island and Texas. Stephen's specializations include financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
VA
09/20/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
CT
10/08/2012 - 08/23/2013
INFINEX INVESTMENTS, INC. (MERIDEN CT)
VA
02/20/2008 - 06/30/2011
BB&T INVESTMENT SERVICES, INC. (WOODBRIDGE VA)
VA
07/25/1997 - 02/21/2008
PFS INVESTMENTS INC. (ALEXANDRIA VA)
IA
Issued 04/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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