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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Dwyer is a financial advisor at Wells Fargo Advisors Financial Network, LLC with over 40 years of experience in the industry. Patricia is a Registered Representative in Texas. Patricia has been registered with FINRA since 1981 and is licensed to provide financial advice in 38 states and the District of Columbia. Prior to joining Wells Fargo Advisors, Patricia worked at several other firms, including RBC Capital Markets, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Patricia specializes in providing financial advice to individuals, businesses, and institutional clients.
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.
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2
IL
06/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
04/24/2013 - 06/21/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
04/30/2012 - 09/07/2012
RBC CAPITAL MARKETS, LLC (VERNON HILLS IL)
IL
06/01/2009 - 01/27/2012
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
08/02/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
MA
08/04/2003 - 07/20/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
01/26/1995 - 11/05/2002
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
05/03/1993 - 06/14/1994
JOHN DAWSON & ASSOCIATES, INC. (CHICAGO IL)
IN
11/01/1990 - 05/11/1993
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
CO
07/16/1990 - 10/31/1990
MALONE & ASSOCIATES, INC. (DENVER CO)
NA
08/24/1981 - 05/11/1990
D.R. DWYER & COMPANY
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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