Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Owens is a financial advisor with Wells Fargo Clearing Services, LLC. Patrick has been in the financial industry for over 16 years, joining Wells Fargo in 2009. Patrick holds the Series 7, 31 and 66 securities licenses and has been registered in North Carolina as a broker-dealer and investment advisor since 2008. In addition to North Carolina, Patrick holds licenses in several other states including California, Florida, Georgia, and New York. Patrick has a strong background in providing financial advice to individuals and businesses. He specializes in investment consulting services, financial planning, and portfolio management for individuals and businesses.
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
NC
09/14/2009 - Present
Wells Fargo Clearing Services, LLC (BELMONT NC)
MO
08/23/2007 - 11/20/2008
FIRST CLEARING, LLC (ST. LOUIS MO)
BOTH
Issued 09/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/2007
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
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