Unclaimed
Patricia Ware is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Patricia Ware has over 20 years of experience in the financial services industry. Patricia Ware has held registrations with both Wells Fargo Clearing Services, LLC, and A. G. Edwards & Sons, Inc., in the past. Patricia Ware holds Series 66, 24, 7 and SIE licenses and is a Certified Financial Planner. The Ware Financial Group LLC is a firm Patricia Ware owns a 50% stake in.
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
GA
10/20/2022 - Present
Wells Fargo Advisors Financial Network, LLC (GREENSBORO GA)
GA
01/01/2008 - 10/20/2022
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO GA)
GA
08/15/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENSBORO GA)
BOTH
Issued 08/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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