Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patterson is a financial professional with experience in the industry since 2014. William is currently registered with Foreside Fund Services, LLC in Fort Lauderdale, FL. William has held previous positions with ALPS Distributors, INC., MML Distributors, LLC, MML Investors Services, LLC, and Commerce Square Trading, LLC. William is licensed to provide investment advice in several states including New York, Tennessee, Texas and Washington.
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.
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2
FL
07/01/2024 - Present
Foreside Fund Services, LLC (Fort Lauderdale FL)
TN
10/13/2014 - 10/27/2020
ALPS DISTRIBUTORS, INC. (Memphis TN)
TN
05/01/2014 - 08/07/2014
MML DISTRIBUTORS, LLC (CORDOVA TN)
TN
03/19/2012 - 05/01/2014
MML INVESTORS SERVICES, LLC (CORDOVA TN)
TN
09/08/2008 - 03/15/2010
COMMERCE SQUARE TRADING, LLC (MEMPHIS TN)
BC
Issued 08/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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