Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Niedermeyer is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since June 1998. Patrick has worked in the financial services industry for over 25 years. Previously, Patrick was registered with WELLS FARGO INVESTMENTS, LLC and WELLS FARGO SECURITIES INC. Patrick has a variety of certifications, including the Series 63, 65, 7, and 52 licenses. Patrick also holds the SIE exam. Patrick is a licensed advisor in Oregon, Texas, and several other states. Patrick's current registration with Wells Fargo Clearing Services, LLC includes multiple branch office locations. Patrick has a history of managing a large number of client assets and is a specialist in various investment areas, including but not limited to investment consulting, portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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
WA
01/26/2023 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
OR
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
CA
06/02/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1998
Series 52 - Municipal 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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