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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 Ann Schiffour is a financial advisor with over 20 years of experience in the financial services industry. She is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2019. Prior to that, Patricia was registered with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. She holds a Series 63, 66, 7, 9, 10, 99TO and SIE licenses and is registered to provide investment advice in 53 states and the District of Columbia. Patricia specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals.
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
MO
02/01/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
WV
12/23/2015 - 01/30/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON WV)
WV
09/11/2006 - 04/28/2014
WELLS FARGO ADVISORS, LLC (CHARLESTON WV)
TX
04/09/2003 - 09/02/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
03/09/1998 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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