Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Francis Patterson is a financial advisor with over 13 years of experience in the financial services industry. Stephen is currently registered with Diversify Advisory Services, LLC. Stephen also has previous experience with THE LEADERS GROUP, INC. and SECURITIES MANAGEMENT & RESEARCH, INC.. Stephen is a CERTIFIED FINANCIAL PLANNER™ and has earned the Series 6, Series 22TO, and Series 63 securities licenses. Stephen has expertise in providing financial planning and investment management services to individuals, corporations, and retirement plans. Stephen holds a bachelor's degree in business administration. Stephen is committed to providing his clients with personalized financial advice and strategies to help them 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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
10/03/2023 - Present
Diversify Advisory Services, LLC (WINDSOR CO)
CO
01/02/2018 - 09/29/2023
THE LEADERS GROUP, INC. (DENVER CO)
CO
06/24/2010 - 01/03/2018
SECURITIES MANAGEMENT & RESEARCH, INC. (GREELEY CO)
BC
Issued 12/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2024
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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