Unclaimed
Patrick Wymore is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Patrick has been working in the financial services industry since 1996. Patrick is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Kansas, Nevada, North Carolina, Oklahoma, Oregon, Texas, Washington, and Wyoming. Patrick is also registered with FINRA. Patrick offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Patrick's previous experience includes working with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated.
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
CA
09/02/2022 - Present
Wells Fargo Advisors Financial Network, LLC (FRESNO CA)
CA
07/01/2003 - 09/02/2022
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
NY
04/16/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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