Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Selwood is a financial advisor with Edward Jones. Patricia has been in the financial industry for over 10 years and holds a Series 6, 7TO, 99TO, 63, and 65 license. Prior to joining Edward Jones, Patricia worked as a financial advisor at Wells Fargo Advisors, LLC. Patricia specializes in providing financial planning and portfolio management services for individuals and businesses. Patricia is committed to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
03/20/2024 - Present
Edward Jones (ST LOUIS MO)
NY
04/30/2012 - 12/04/2013
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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