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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Sue Sutton is a financial advisor at Wells Fargo Clearing Services, LLC, with over 25 years of experience in the industry. Patricia is licensed to provide financial advice in Virginia and Texas and is also registered as an investment advisor representative in Texas. Patricia has a broad range of experience working with individuals, families, corporations, and charitable organizations. Patricia provides comprehensive financial planning and investment management services.
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.
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2
VA
05/19/2006 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
VA
07/18/2000 - 06/02/2006
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
12/24/1998 - 07/11/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
05/20/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NC
02/01/1994 - 02/17/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1994
Series 6 - Investment Company Products/Variable Contracts 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
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