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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dougherty is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Patrick has been in the industry since November 5, 2017. Patrick is licensed to offer financial advice in Arkansas, Delaware, Massachusetts, New York, Pennsylvania, and Utah. Patrick has Series 7, Series 63, and Series 65 licenses. Patrick has a Series 24 license. Patrick is also a registered principal with Wells Fargo Advisors Financial Network, LLC.
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
DE
06/20/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON DE)
IA
Issued 12/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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