Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia White is a financial advisor with over 24 years of experience in the financial services industry. Patricia is currently registered with Wells Fargo Clearing Services, LLC. Patricia has been with Wells Fargo Clearing Services, LLC since 2016. Before joining Wells Fargo Clearing Services, LLC, Patricia worked at Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patricia has a Series 3, 7, 9, 10, and 66 license and is a member of FINRA. Patricia offers a variety of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Patricia is committed to providing her clients with the highest level of service and expertise.
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
SC
07/18/2007 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA SC)
VA
05/13/2005 - 08/08/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTESVILLE VA)
NY
06/14/1999 - 04/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1999
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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