Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Casey is a financial advisor with Wells Fargo Clearing Services, LLC. Patrick Casey has been in the industry since February 18, 2021. Patrick Casey is registered in 53 states and the District of Columbia and has passed the Series 66, Series 7TO, Series 6TO and SIE exams. Patrick Casey has a history of working with Wells Fargo Clearing Services, LLC, Robinhood Financial, LLC, and Robinhood Markets, Inc.
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
NC
11/03/2022 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
11/24/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
10/29/2020 - 10/26/2021
WELLS FARGO CLEARING SERVICES, LLC (GOLDSBORO NC)
BOTH
Issued 12/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2020
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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