Patricia Gadecki Wells

Employer firm

Wells Global Investment Advisers LLC CRD 150139

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2000 → Present
  Wells Investments, Inc
  Winter Haven, FL
• 05/2009 → Present
  Wells Global Investment Advisers Llc
  Winter Haven, FL
• 06/2009 → Present
  Valor Financial Securities Llc
  Winter Haven, FL

Other Businesses

AT 521 WEST CENTRAL AVENUE, WINTER HAVEN, FL: OUR FALLEN HEROES FOUNDATION, INC. NON INVESTMENT-RELATED, NON-PROFIT TO ASSIST FAMILIES OF FALLEN HEROES AND INJURED MILITARY PERSONNEL, SECRETARY/TREASURER AND DIRECTOR, 2004, 4 HRS/QTR, SOME DURING SECURITIES TRADING HOURS.WELLS INVESTMENTS, LLC, INVESTMENT-RELATED, ADVISORY SERVICES, PRESIDENT AND INVESTMENT ADVISORY REPRESENTATIVE, 2001, 30 HRS/MO, MOSTLY DURING SECURITIES TRADING HOURS, PORTFOLIO MGT AND CLIENT SERVICES. WELLS GLOBAL INVESTMENT ADVISERS, LLC, INVESTMENT-RELATED, ADVISORY SERVICES, INVESTMENT ADVISORY REPRESENTATIVE, 2009, 110 HRS/MONTH, MOSTLY DURING SECURITIES TRADING HOURS, PORTFOLIO MANAGEMENT AND CLIENT SERVICES.I WILL ENTERPRISES, NOT INVESTMENT-RELATED, MOTIVATIONAL SERVICES AND PRODUCTS, MOTIVATIONAL SPEAKER, 2009, 1 HR/QTR, NOT DURING SECURITIES TRADING HOURS, SPEAKER. TRUST PROTECTOR, NON INVESTMENT RELATED, ADM SUPPORT, TWO HOURS A MONTH, SOME DURING SECURITIES TRADING HOURS. WINVEST, NON INVESTMENT-RELATED, REAL ESTATE HOLDING COMPANY, 2 HRS PER MONTH, NOT DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-28
• S63 Uniform Securities Agent State Law Examination
  1984-07-11

Designations

• Certified Financial Planner

Other Names

• Patricia Catherine Gadecki
• Patti Gadecki
• Patricia C. Gadecki-Wells
• Patricia Catherine Gadeckiwells