Wells Family of Companies | Your Professinal Management Team | Patti Wells

Wells Family of Investment Companies

Your Professional Management Team | Patti Wells

The Wells
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Patti Wells
 
Patti Wells
Portfolio Manager and Chief Economist
Jim Wells
Portfolio Manager and Chief Investment Officer
 
     
  Notable Stock Market Predictions  
  Notable Commodity Market Predictions  
  Notable Investment Warnings  
 

 

Series 4 (Options Principal Registration)

Series 7 (General Securities Registration)

Series 24 (General Securities Principal Registration)

Series 63 (Multi-State Registration)

Series 65 (Investment Advisory Registration)

Series 79 (Investment Banker)

Series 99 (Operations Principal)

 

 
 

Education

Harvard College
Harvard Business School
College For Financial Planning
(1981)
(1983)
(1992)
BA Economics, Magna Cum Laude, Phi Beta Kappa
MBA
CERTIFIED FINANCIAL PLANNER™ Professional

 

Experience / Accomplishments

2009 to Present Co-Founder, Managing Member, Valor Financial Services, LLC
2000 to Present

Executive Vice President, Wells Investments, Inc.

2008 Nationally nominated “Winner’s Circle, ‘State-By-State’” – Barron’s Magazine
2005 Nationally nominated for Best Financial Practice –  Money Magazine
1989 to 2000

Vice President, Oppenheimer Funds

1986 to 1989

First Vice President, Director of Mutual Fund Marketing, Raymond James & Associates

1983 to 1986 Vice President, Corporate Finance, Raymond James & Associates
 
 

Valor Financial Securities, LLC. Member FINRA & SIPC