Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Strathearn is an Investment Advisor Representative at Wells Fargo Advisors Financial Network, LLC. Patricia has been in the industry since October 24, 2012, and has held previous roles at Wells Fargo Clearing Services, LLC, Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, LLC. Patricia holds Series 7, 63 and 66 licenses and has been registered in 30 states.
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
NY
03/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NEW YORK NY)
NY
08/11/2021 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
11/07/2018 - 08/13/2021
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
03/01/2017 - 09/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/10/2011 - 11/29/2016
MML INVESTORS SERVICES, LLC (NEW YORK NY)
BOTH
Issued 06/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Strathearn is the right advisor for you? Invested Better is here to help.
