Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Amelia Patterson is a financial advisor with Wells Fargo Clearing Services, LLC, based in Atlanta, GA. Robin has been in the financial industry since 1997 and has a diverse background, having previously worked at UBS Financial Services Inc., J.P. Morgan Securities LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, and IFG Network Securities, Inc. Robin holds the Series 7, Series 31, and Series 63 securities licenses and is also a Series 65 registered investment advisor. Robin's experience and qualifications allow her to offer a wide range of financial services to individual and institutional clients.
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
GA
07/26/2024 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
07/19/2019 - 08/06/2024
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
05/15/2006 - 07/16/2019
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
MO
07/01/2003 - 05/12/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/23/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
03/13/1998 - 07/05/2000
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
08/25/1997 - 01/29/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1997
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
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