Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Rowland is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Patrick has been in the financial industry since 2005, and has a proven track record of providing comprehensive financial advice to individuals, families, and businesses. Patrick holds the Series 7, 9, 10, 66 and SIE licenses and is a Certified Financial Planner. Patrick is licensed to provide financial advice in 42 states, including Missouri, Texas, and others. Patrick is committed to helping clients achieve their financial goals.
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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MO
05/31/2024 - Present
Wells Fargo Advisors Financial Network, LLC (STOVER MO)
MO
01/01/2008 - 05/31/2024
WELLS FARGO CLEARING SERVICES, LLC (LAURIE MO)
MO
07/13/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAURIE MO)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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