Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Namachakwa Moonga is a registered representative with Wells Fargo Clearing Services, LLC, licensed to operate in Arizona and California. Patrick has been working in the financial services industry for over 10 years, with previous experience at J.P. Morgan Securities LLC and Citigroup. Patrick is a Series 66, 63, 7 and SIE licensed professional and holds a Series 6 certification for Investment Company Products/Variable Contracts Representative. Patrick's firm, Wells Fargo Clearing Services, LLC provides investment advisory services to individuals and businesses. Their services include financial planning, portfolio management, and selection of other advisers. They are a large firm with over $10 billion in assets under management and over 1,000 employees.
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
AZ
05/09/2023 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
07/17/2020 - 08/03/2021
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
BOTH
Issued 05/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials 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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