Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Royal Clark is a financial advisor at Wells Fargo Clearing Services, LLC in Beaver Dam, WI. Patrick Royal Clark has been in the financial services industry since May 24, 1991. Patrick Royal Clark has passed the Series 63, Series 7 and SIE exams. Patrick Royal Clark has registrations in Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, North Carolina, Texas, and Wisconsin. Patrick Royal Clark is also registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA).
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
WI
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (BEAVER DAM WI)
WI
08/28/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEAVER DAM WI)
IL
01/05/1994 - 08/29/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
09/23/1991 - 01/05/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
SC
08/22/1989 - 12/20/1989
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED (FORT MILL SC)
BC
Issued 07/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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