Patricia Wells is a CFP-designated registered investment advisor, based in Winter Haven, FL, with 41 years of industry experience.
Location
521 West Central Avenue, Winter Haven, FL, 33880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is the Secretary/Treasurer and Director of Our Fallen Heroes Foundation, Inc., President and Investment Advisory Representative at Wells Investments, LLC, and Investment Advisory Representative at Wells Global Investment Advisers, LLC. She also works as a motivational speaker and holds positions at I Will Enterprises, Winvest, and as a Trust Protector.
Employment History
Current Registrations
Valor Financial Securities LLCBroker
Wells Global Investment Advisers LLC
Wells Investments, INC.
Previous Registrations
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations1 state
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