Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Abatiell is an investment advisor representative with Wells Fargo Clearing Services, LLC. Patrick has been in the securities industry since June 12, 2005, and is registered with the Investment Adviser Association and the securities regulators in Iowa, New Hampshire, and Vermont. Patrick is also a registered principal with the Financial Industry Regulatory Authority. Patrick has experience in providing financial planning and portfolio management services to 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.
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2
VT
08/29/2023 - Present
Wells Fargo Clearing Services, LLC (RUTLAND VT)
VT
05/02/2012 - 12/04/2018
LPL FINANCIAL LLC (WOODSTOCK VT)
NH
12/02/2010 - 04/12/2012
CCO INVESTMENT SERVICES CORP. (HANOVER NH)
VT
05/24/2005 - 11/30/2010
EDWARD JONES (RUTLAND VT)
BOTH
Issued 04/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
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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