Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John Furnstahl is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Patrick has been active in the financial services industry since 2009. Patrick is licensed in 20 states across the United States and holds multiple securities licenses and designations. Patrick previously worked for Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., John G. Kinnard And Company, Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Patrick is a veteran financial advisor who has served clients across various industries, including charitable organizations, individuals, businesses, and pension plans.
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
MN
04/23/2021 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
CA
12/13/2000 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/01/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
08/18/1995 - 06/05/2000
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
05/21/1992 - 01/24/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/21/1992 - 01/24/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/01/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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