Patricia Vera Chabot

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Indian Wells, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Indian Wells, CA

Previous Registrations

• 1997-07-08 → 2004-04-02
  Citigroup Global Markets Inc.
  Indian Wells, CA

Other Businesses

STAMPIN' UP; NOT INV RELATED; LOGAN, UT; STAMPING PARTIES; INDEPENDENT CONTRACTOR; START 11/1/1999; 4 HOURS PER MONTH, 0 DURING TRADING. CHALK COUTURE, NOT INV RELATED, MURRAY, UT, INDEPENDENT DESIGNER, START 4/11/2109, 4 HOURS PER MONTH, ZERO DURING TRADING, HOME DECOR DIRECT SALES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-19

Other Names

• Patsy Chabot
• Patsy Chabot
• Patricia Vera Garner