Shaun Patterson is a CFP-designated registered investment advisor, based in Miami Beach, FL, with 36 years of industry experience. Shaun is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Miami Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shaun is a power of attorney for his mother's estate, requiring minimal time. He is also an insurance agent providing life and variable insurance solutions, dedicating minimal time to this activity.
Employment History
Current Registrations
World Investments, LLC
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
The Ohio CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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