Unclaimed
Stephen Douglas Patterson is a financial advisor registered with Alden Investment Group, based in WAYNE, PA. Stephen has been in the industry since 2020 and has a broad range of experience working with clients in various capacities. Stephen holds the Series 66, Series 7TO and SIE licenses. Stephen's background and experience allow him to effectively serve the needs of a wide range of clients, including individuals and businesses. He provides a variety of financial advisory services, including financial planning, portfolio management, and retirement planning. Stephen is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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
PA
03/08/2022 - Present
Alden Investment Group (WAYNE PA)
TX
08/11/2020 - 07/13/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PLANO TX)
BOTH
Issued 09/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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