Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Madden-renouard is a financial professional with over 20 years of experience in the industry. Patricia is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with Wachovia Securities, LLC and First Union Brokerage Services, Inc. Patricia holds several licenses including Series 6, 7, 63 and 65 and is registered in Florida, North Carolina and Ohio. Patricia is a well-rounded financial professional who provides a wide range of services including portfolio management, investment consulting, and financial planning. Patricia specializes in providing investment services to a diverse clientele including individuals, businesses, and charitable organizations.
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
10/03/2008 - Present
Wells Fargo Clearing Services, LLC (THE VILLAGES FL)
MO
10/01/2000 - 10/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/25/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2008
Series 6 - Investment Company Products/Variable Contracts 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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