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About Jack Patterson
Quick fact sheet
Designations
Registered Financial Consultant (RFC)
Certified Financial Planner (CFP) candidate – expected 7/2008
Organizations
Coral Gables Chamber of Commerce – Trustee member since 2003
Business Networking International - President
Sigma Lambda Beta Fraternity, Inc. – Past Treasurer
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
Series 65 – Uniform Investment Advisor
Life & Health Insurance Agent
Variable Annuity Agent
Education
Bachelors Degree – University of Illinois at Chicago – Bachelors in Finance and Marketing - 1997
Masters of Business Administration courses – University of Miami - 2003
Financial Planning Certificate Candidate – Boston University – currently enrolled
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
Raymond James Financial Services, Inc.
National Ethics bureau
International Association of Registered Financial Consultants
Better Business bureau
Coral Gables Chamber of Commerce
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Securities and Investment Advisory Services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC.
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