Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Tase Patterson is a financial advisor with over 20 years of experience in the financial industry. Timothy is currently registered with Lion Street Financial, LLC and holds Series 6 and 63 licenses. Timothy's previous experience includes time with Woodbury Financial Services, Inc. and NYLIFE Securities LLC.
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.
1
2
TX
04/28/2017 - Present
Lion Street Financial, LLC (FLOWER MOUNT TX)
TX
11/20/2007 - 05/02/2017
WOODBURY FINANCIAL SERVICES, INC. (TYLER TX)
TX
06/04/2002 - 11/27/2007
NYLIFE SECURITIES LLC (DALLAS TX)
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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