Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Woodie is a financial advisor with Wells Fargo Clearing Services, LLC in Charlottesville, Virginia. Patricia has been in the financial industry since February 21, 1993 and is a registered representative with FINRA and is licensed in 28 states. Patricia previously worked at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Patricia offers a variety of financial services to individuals and businesses, including portfolio management, financial planning, and investment consulting.
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
VA
09/01/2016 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTESVILLE VA)
VA
06/01/2009 - 09/13/2016
MORGAN STANLEY (CHARLOTTESVILLE VA)
VA
10/06/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTESVILLE VA)
NY
03/02/1998 - 10/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/22/1993 - 03/06/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1993
Series 7 - General Securities 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
Not sure Patricia Woodie is the right advisor for you? Invested Better is here to help.
