Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Ellen Patman is a Registered Representative and Investment Adviser Representative with Wells Fargo Clearing Services, LLC. Vicki has been in the industry for over 38 years, working previously with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and DREXEL BURNHAM LAMBERT INCORPORATED. Vicki has a strong track record of success in the financial services industry, and has a deep understanding of the needs of her clients. Vicki is committed to providing her clients with personalized financial advice and investment strategies.
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
ID
03/29/2024 - Present
Wells Fargo Clearing Services, LLC (Hailey ID)
CA
05/01/1989 - 01/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
NA
10/25/1984 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1984
Series 5 - Interest Rate Options Examination
BC
Issued 04/19/1984
Series 3 - National Commodity Futures 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 Vicki Patman is the right advisor for you? Invested Better is here to help.
