Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shad? Claim Your ProfileShad Patterson is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Dublin, OH. Shad has been in the industry since 1995 and has a wide range of experience. Shad holds Series 3, 7, 63 and 65 licenses. Shad also holds the SIE certification. Previously, Shad was affiliated with WELLS FARGO CLEARING SERVICES, LLC and UBS FINANCIAL SERVICES INC.. Shad specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, and pension and profit sharing plans.
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
OH
06/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
05/16/2008 - 06/09/2023
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
06/26/1995 - 05/29/2008
UBS FINANCIAL SERVICES INC. (UPPER ARLINGTON OH)
IA
Issued 05/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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