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 over 38 years of experience in the industry. William has a background with MSI Financial Services, Inc., Metropolitan Life Insurance Company, and First Investors Corporation before joining MML Investors Services, LLC. William's experience encompasses financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. William has offices in New York, NY and services clients throughout the United States.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (New York NY)
NY
08/02/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
08/02/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
08/29/1983 - 08/05/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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