PW
Patricia G. Wells
WELLS INVESTMENTS
WINTER HAVEN, FL 33880
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CRD#: 1233407
PW
Professional summary
Patricia Gadecki Wells, CFP®, who also goes by Patricia Catherine Gadecki, Patti Gadecki, Patricia C. Gadecki-wells, Patricia Catherine Gadeckiwells, is a registered financial advisor currently at WELLS INVESTMENTS, INC. located in Winter Haven, Florida and WELLS GLOBAL INVESTMENT ADVISERS LLC located in Winter Haven, Florida.
Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Patricia has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Patricia Catherine Gadecki | Patti Gadecki | Patricia C. Gadecki-Wells | Patricia Catherine Gadeckiwells
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Gadecki Wells's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
August 18, 2003 - Present
WELLS INVESTMENTS, INC.
Office #1: 521 West Central Avenue, Winter Haven, FL 33880Office #2: 10150 Highland Manor Drive, Suite 200, Tampa, FL 33610RIA
CRD#: 131076
WINTER HAVEN, FL
Current
September 25, 2009 - Present
WELLS GLOBAL INVESTMENT ADVISERS LLC
Office #1: 521 West Central Avenue, Winter Haven, FL 33880RIA
CRD#: 150139
Winter Haven, FL
Current
November 5, 2009 - Present
VALOR FINANCIAL SECURITIES LLC
Office #1: 521 West Central Avenue, Winter Haven, FL 33880-2971Office #2: 521 West Central Avenue, Winter Haven, FL 33880-2971BD
CRD#: 150726
Winter Haven, FL
Past
January 1, 2004 - December 31, 2009
CETERA ADVISORS LLC
BD
CRD#: 10299
WINTER HAVEN, FL
Past
May 10, 2001 - January 1, 2004
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
October 10, 1989 - August 8, 2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
NEW YORK, NY
Past
April 18, 1984 - September 20, 1989
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WG
WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD#: 150139 / SEC#: 801-76875
RIA
Registered Investment Advisory firm - (8/31/2012 Approved)Florida
Registered Investment Advisory firm - (9/25/2009 Approved)Texas
Registered Investment Advisory firm - (9/25/2023 Conditional Restricted)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(8/18/2003)
RR
Florida(12/18/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WG
WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD#: 150139 / SEC#: 801-76875
RIA
Registered Investment Advisory firm - (8/31/2012 Approved)Florida
Registered Investment Advisory firm - (9/25/2009 Approved)Texas
Registered Investment Advisory firm - (9/25/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
521 West Central Avenue, Winter Haven, FL 33880
Mailing Address
Phone number
(863) 294-3361
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 93,750,000 |
Red Flags
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Company Information
WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD#: 150139Winter Haven, FL 33880TRUST BUT VERIFY
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Contact information
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