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Patrick Raymond Wells

ADP Broker-Dealer, Inc.

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About Patrick Raymond Wells

Patrick Raymond Wells is a registered representative of ADP Broker-Dealer, Inc. Patrick Wells has been in the securities industry since March 3, 2022. Patrick Wells is registered with the following securities regulators: FINRA, and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Patrick Wells holds the following securities licenses: Series 63, Series 6TO, and SIE. Patrick Wells is located in Allentown, PA.

Firm Information

Patrick Wells is currently registered with ADP Broker-Dealer, Inc.. ADP Broker-Dealer, Inc. is a corporation formed in July 1994. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

755

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Wells’s Registration & Firm History

PA

03/04/2022 - Present

ADP Broker-Dealer, Inc. (Allentown PA)

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Licenses & Designations

BC

Issued 03/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Raymond Wells.
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