Jack Patterson The Certified Retirement Financial Planner

About Jack Patterson

Quick fact sheet

Certified Financial Planner (CFP)

Former Licenses
Series 7 - General Securities Representative
Series 9 - General Securities Sales Supervisor - Options
Series 10 - General Securities Sales Supervisor - General
Series 63 - Uniform Securities Agent State Law

Current Licenses
Series 65 - Uniform Investment Advisor
Life & Health Insurance Agent

Bachelors Degree - University of Illinois at Chicago - Bachelors in Finance and Marketing - 1997
Masters of Business Administration courses - University of Miami - 2003
Certificate of Financial Planning - Boston University - 2008

Employment / Achievements
Paine Webber - Investment Executive - 1997
WM Financial Services, Inc - Financial Advisor - 1999
         President's Club Member - 2000
Wachovia Securities - 2001
         Senior Vice President
         Top 100 Advisors group (Equiv. to President's Club)
         Top Rookie Financial Advisor
         Top Financial Advisor - 3rd Quarter, 4th Quarter 2002
Raymond James Financial Services - 2003
         Top 10 Advisors corporate wide - September 2005

Background Checks
Certified Financial Planning Board of Standards

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