Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruce Patteson is a financial advisor registered with State Farm Investment Management Corp. William has been in the industry since May 16, 2004, and has experience working with several firms, including Ameriprise Financial Services, LLC, Raymond James & Associates, Inc., SunTrust Investment Services, Inc., MML Investors Services, LLC, Wells Fargo Advisors, LLC, Cantor Fitzgerald & Co., and FTN Financial Securities Corp. William is registered in Georgia, North Carolina, and Tennessee, and holds Series 7, 63, 66, and SIE licenses. William specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
TN
10/11/2022 - Present
State Farm Investment Management Corp. (COLLIERVILLE TN)
TN
06/02/2020 - 03/23/2021
AMERIPRISE FINANCIAL SERVICES, LLC (CORDOVA TN)
TN
10/22/2018 - 06/05/2020
RAYMOND JAMES & ASSOCIATES, INC. (KNOXVILLE TN)
TN
06/01/2017 - 10/25/2018
SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)
TN
06/14/2016 - 02/08/2017
MML INVESTORS SERVICES, LLC (MEMPHIS TN)
TN
05/20/2015 - 11/05/2015
WELLS FARGO ADVISORS, LLC (MEMPHIS TN)
TN
01/22/2013 - 12/09/2014
CANTOR FITZGERALD & CO. (MEMPHIS TN)
TN
03/05/2001 - 10/04/2012
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
BOTH
Issued 08/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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