John Patterson
Senior Vice President at Wealth Enhancement Group
- Role
- Senior Vice President at Wealth Enhancement
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President
Dec 2021 — Present · Charlotte, NC, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.For a list of states in which I am registered to do business, please visit
Education
Duke University
Bachelor's degree
1974 — 1978
Lehigh University
Master of Business Administration - MBA
1978 — 1980
Skills
- Financial Planning
- Investments
- Strategic Financial Planning
- Series 7
- Business Planning
- Securities
- Asset Managment
- Retirement Planning
- Asset Management
- Investment Management
- Series 63
- Mutual Funds
- Asset Allocation
- Bloomberg
- Portfolio Management
- Investment Strategies
- Wealth Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.