Shaundra Patterson (CRD# 7083956) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 5 years of experience in the finance industry.
CRD# 4652073
Osaic Wealth, Inc.
CRD# 6741281
Churchill Management Group
CRD# 5739535
Schwab Wealth Advisory, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Dew Wealth Management | Scottsdale, AZ | Sep 2023 - Current | 1 |
None | Humble, TX | May 2023 - Sep 2023 | < 1 |
Divine Wealth Strategies | Sandy Springs, GA | Apr 2020 - May 2023 | 3 |
Cetera Investments | Atlanta, GA | Jan 2020 - Apr 2020 | < 1 |
Edward Jones | Marietta, GA | Apr 2019 - Dec 2019 | < 1 |
Hyundai Capital America | Atlanta, GA | Mar 2013 - Mar 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$575,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, PA, TX, UT, WA
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