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 registered representative with Sofi Wealth LLC. William has been in the financial services industry for over 6 years. William is registered with the state of Florida as an Investment Advisor Representative. Prior to joining Sofi Wealth LLC, William worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Ameritrade, Inc. William holds the Series 7, Series 66, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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
FL
04/14/2021 - Present
Sofi Wealth LLC (Jacksonville FL)
FL
09/22/2020 - 03/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
02/20/2019 - 08/04/2020
TD AMERITRADE, INC. (Jacksonville FL)
IL
03/30/2015 - 01/29/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Inverness IL)
BOTH
Issued 04/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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