Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Taylor is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Patrick has been in the financial services industry since 2003. Patrick is registered with the following states: 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, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Patrick has a Series 7, Series 7TO, Series 55, Series 87, and Series 63 licenses.
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.
1
2
MO
02/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/01/2021 - 09/07/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/06/2013 - 12/06/2013
NORTH SOUTH CAPITAL, LLC (ST. LOUIS MO)
MO
06/04/2012 - 05/22/2013
DIRECT ACCESS PARTNERS LLC (ST. LOUIS MO)
MO
05/14/2009 - 05/05/2010
HUDSON SECURITIES,INC. (ST. LOUIS MO)
MO
05/20/2003 - 04/21/2009
WESTMINSTER SECURITIES CORPORATION (ST. LOUIS MO)
TN
12/05/2001 - 05/14/2003
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
MO
09/23/1999 - 04/10/2001
FORSYTH SECURITES, INC. (KIRKWOOD MO)
MO
11/03/1998 - 09/27/1999
JOHNSON RESEARCH & CAPITAL INCORPORATED (ST. LOUIS MO)
BC
Issued 01/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/10/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/02/1998
Series 7 - General Securities Representative 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
Not sure Patrick Taylor is the right advisor for you? Invested Better is here to help.
