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@wellsfargoadvisors.com
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2 phones found area 314
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Patrick Holland is listed as Senior Vice President-Investment Officer at The CHK Group of Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Patrick Holland.
Patrick Holland previously worked as Vice President Investments The CHK Group at Smith Barney and Associate Vice President at Legg Mason. Patrick Holland holds High School from Saint John'S High School, Shrewsbury, Ma.
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AeroLeads found 1 current-domain work email signal for Patrick Holland. Compare company email patterns before reaching out.
Patrick has over 30 years of experience in the financial service industry and serves as a relationship manager and concentrates on asset allocation strategies as well as money manager selection. He is among a select group of Financial Advisors authorized to manage client portfolios with discretionary authority through Wells Fargo Advisors’ Private Investment Management PIM program. Patrick earned the Certified Investment Management Analyst®(CIMA®) designation through the Wharton School of Business. He graduated from Nichols College in 1988 with a B.S. in Business Administration.As a member of The CHK Group of Wells Fargo Advisors, Patrick provides objective investment advice and guidance to individuals, families and institutions. He applies investment theory and integrates a complex body of investment knowledge systematically and ethically to assist his clients in making prudent investment decisions.This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, TN, TX, UT, VA, WA, and WV only.NMLSR ID# 259632The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Financial Advisory, Asset Allocation, Retirement Planning, Investment Strategies, and 13 others.
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Worcester, MA
PIM Portfolio Manager2014-2015 Wells Fargo Advisors Premier AdvisorThe Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service.
Worcester, MA
Through acquisition of Legg Mason Private Client Group.
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Matthew Gelsheimer, Cfp®
Colleague at Wells Fargo Advisors
Leawood, Kansas, United States, United States
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DF
Dam Fool
Colleague at Wells Fargo Advisors
Greater Phoenix Area, United States
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GM
Gabriel Michael Rabanal
Colleague at Wells Fargo Advisors
Metro Manila, National Capital Region, Philippines, Philippines
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JP
Jay Pounds
Colleague at Wells Fargo Advisors
Birmingham, Alabama, United States, United States
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BJ
Brian Jeffries
Colleague at Wells Fargo Advisors
Greater Phoenix Area, United States
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KM
Kelly Mayton
Colleague at Wells Fargo Advisors
Merrillville, Indiana, United States, United States
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DN
Dawn Nicoletto
Colleague at Wells Fargo Advisors
Huntington Station, New York, United States, United States
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AY
Ambrose Younge
Colleague at Wells Fargo Advisors
Minneapolis, Minnesota, United States, United States
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CK
Chris Karius
Colleague at Wells Fargo Advisors
Belleville, Illinois, United States, United States
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JM
Jeff Morrow, Crpc®
Colleague at Wells Fargo Advisors
Reno, Nevada, United States, United States
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Quick answers generated from the profile data available on this page.
Patrick Holland works for Wells Fargo Advisors.
Patrick Holland is listed as Senior Vice President-Investment Officer at The CHK Group of Wells Fargo Advisors at Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Patrick Holland at Wells Fargo Advisors.
AeroLeads has found 2 phone signal(s) with area code 314 for Patrick Holland at Wells Fargo Advisors.
Patrick Holland is based in Greater Boston, United States, United States while working with Wells Fargo Advisors.
Patrick Holland has worked for Wells Fargo Advisors, Smith Barney, Legg Mason, and Morgan Stanley Dean Witter.
Patrick Holland's colleagues at Wells Fargo Advisors include Matthew Gelsheimer, Cfp®, Dam Fool, Gabriel Michael Rabanal, Jay Pounds, and Brian Jeffries.
You can use AeroLeads to view verified contact signals for Patrick Holland at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
Patrick Holland holds High School from Saint John'S High School, Shrewsbury, Ma.
Patrick Holland is listed with skills including Financial Advisory, Asset Allocation, Retirement Planning, Investment Strategies, Risk Management, Insurance, Fixed Income Strategies, and Tax Advantaged Investment Strategies.
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