Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick William Sherrill is a financial advisor at Wells Fargo Clearing Services, LLC, with over 20 years of experience in the industry. Patrick William Sherrill has a broad range of experience in the securities industry, including working with clients to develop financial plans and manage their investments. Patrick William Sherrill is also a registered representative of the firm.
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
TN
10/05/2009 - Present
Wells Fargo Clearing Services, LLC (KNOXVILLE TN)
TN
03/30/2007 - 06/30/2009
SUNTRUST INVESTMENT SERVICES, INC. (KNOXVILLE TN)
TN
02/13/2007 - 04/04/2007
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
TN
02/14/2000 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
WI
03/04/1999 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 07/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1999
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Patrick Sherrill is the right advisor for you? Invested Better is here to help.
