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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary E Patterson is an Investment Advisor Representative at Wells Fargo Investment Institute, Inc. with over 30 years of experience in the industry. Mary is registered with the state of Florida and has passed the Series 65 exam. Mary specializes in providing financial advice and portfolio management for individuals, businesses, and trusts.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
04/08/2022 - Present
Wells Fargo Investment Institute, Inc. (Jacksonville FL)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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