Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patia? Claim Your ProfilePatia Naomi Walker is a financial advisor with over 10 years of experience in the financial services industry. Patia is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed to provide securities and investment advisory services in 44 states. Prior to joining Wells Fargo Advisors, Patia was a financial advisor at TD Ameritrade, Inc. and Scottrade, Inc. Patia specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals. Patia holds the Series 66, Series 7 and SIE securities licenses.
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
FL
10/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (MELBOURNE FL)
FL
12/06/2016 - 02/26/2018
SCOTTRADE, INC. (MELBOURNE FL)
FL
05/14/2014 - 11/25/2016
LPL FINANCIAL LLC (SEBASTIAN FL)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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