Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dylan Lampe is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Patrick is registered to provide investment advice in 20 states and has been working in the industry for 12 years. Patrick specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans. Patrick's experience includes providing investment consulting services to institutional clients, financial planning, and portfolio management.
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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FL
03/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
09/09/2021 - 10/24/2023
J.P. MORGAN SECURITIES LLC (NAPLES FL)
IL
11/08/2019 - 01/21/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MOUNT VERNON IL)
BOTH
Issued 12/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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