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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Taylor Patterson is a financial advisor with Morgan Stanley. William has over 30 years of experience in the financial services industry. He is a registered representative and investment advisor representative in Florida and Illinois. William has a strong track record of providing financial advice and investment management services to a diverse clientele, including individuals, families, corporations, and charitable organizations. William has a strong track record of providing financial advice and investment management services to a diverse clientele, including individuals, families, corporations, and charitable organizations. William's clients are spread across many states, and he is dedicated to providing each one with personalized and comprehensive financial solutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
02/02/2010 - Present
Morgan Stanley (Chicago IL)
IL
05/10/1993 - 02/05/2010
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
02/23/1988 - 05/12/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 03/16/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/20/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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