Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Earl fitzgerald Reid is a financial advisor registered with Wells Fargo Clearing Services, LLC. Patrick has been working in the financial industry since June 2011 and holds Series 63, 65, 66, 7 and SIE licenses. Patrick is also a Certified Financial Planner. Patrick's office is located in CUMMING, Georgia. Patrick works with clients of all types, including individuals, families, businesses, and institutions. Patrick's specialties include investment consulting services, financial planning, and pension consulting. In addition to working as a financial advisor, Patrick is also the 100% owner of RISING SUN REALTY LLC, a real estate investment company.
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
GA
09/10/2015 - Present
Wells Fargo Clearing Services, LLC (CUMMING GA)
GA
05/15/2008 - 08/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2013
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
Not sure Patrick Reid is the right advisor for you? Invested Better is here to help.
