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Truman Andrew Patterson

Wolfe Research Securities

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About Truman Andrew Patterson

Truman Patterson is a financial professional who has been active in the industry since 2010. Patterson is currently registered with Wolfe Research Securities, in Cottleville, MO. Previously, Truman held positions with WELLS FARGO SECURITIES, LLC, EVERCORE GROUP L.L.C., INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC and TICONDEROGA SECURITIES LLC. Truman has a strong background in the financial industry, having passed multiple FINRA exams including Series 3, 7, 86, 87, 99TO, SIE and Series 24 and is licensed in Missouri and New York.

Firm Information

Truman Patterson is currently registered with Wolfe Research Securities. Wolfe Research Securities is a Limited Liability Company formed in August 2009. It is registered with the SEC and is licensed to operate in 48 states.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Truman Patterson’s Registration & Firm History

MO

03/09/2021 - Present

Wolfe Research Securities (Cottleville MO)

MO

06/08/2016 - 01/07/2021

WELLS FARGO SECURITIES, LLC (St Charles MO)

NY

12/22/2015 - 06/21/2016

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

02/15/2012 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

09/19/2010 - 01/31/2012

TICONDEROGA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/28/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/17/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/15/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Truman Andrew Patterson.
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