Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Patin is an investment professional with over 20 years of experience in the financial services industry. Currently, Julie is a registered representative and investment advisor representative for Wells Fargo Clearing Services, LLC. Julie has held previous positions with Wells Fargo Investments, LLC, Primevest Financial Services, Inc., and Washington Square Securities, Inc. Julie's primary office location is in St. Louis, Missouri, with additional offices in Minneapolis, Minnesota, and Rogers, Minnesota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/04/2013 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MN
04/09/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
06/30/2000 - 01/18/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CT
11/03/1998 - 01/12/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 10/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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