Unclaimed
Patricia Louis Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc. Patricia has been working in the financial services industry since 1977. Patricia holds the Series 5, 7, and 63 licenses. Patricia has previously worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Patricia is registered to provide investment advice in Illinois and Missouri. Patricia specializes in financial planning, portfolio management, and pension consulting. Patricia's current branch location is in O'Fallon, Illinois.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MO
03/16/2012 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 01/13/2012
WELLS FARGO ADVISORS, LLC (FAIRVIEW HEIGHTS IL)
IL
10/03/1977 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRVIEW HEIGHTS IL)
BC
Issued 04/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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