Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Wetzel is a financial advisor with over 25 years of experience in the industry. Patricia has worked for several prominent firms including Prudential Securities Incorporated, WELLS FARGO CLEARING SERVICES, LLC, and Newedge Advisors. Patricia's current role as a Senior Client Services Associate at Newedge Advisors involves providing financial planning and portfolio management services to individuals, businesses, and institutions.
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.
1
2
LA
11/01/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
IL
02/12/2001 - 11/07/2022
WELLS FARGO CLEARING SERVICES, LLC (ORLAND PARK IL)
NY
06/10/1996 - 02/11/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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