Patricia Wells has been CCO of Wells Global Investment Advisers since April 2020, is a control person of the firm and directly owns under 5% of it.
Wells Global Investment Advisers LLC is a Winter Haven, FL firm with $101M under management, 133 clients and 2 advisers in one office, as of its February 2026 filing.
Patricia Wells’ longest registration is the current one, 23 years at Wells Investments, Inc. since 2003.
- – present · 17 yearsWinter Haven, FL · Adviser representative · Firm CRD 150139
- Wells Investments, Inc.Also current– present · 23 yearsAdviser representative · Firm CRD 131076
Investment adviser representative registrations
Patricia Wells is registered as an investment adviser representative in Florida, since August 2003.
- FloridaSince 18 August 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 53 | Municipal Securities Principal Examination | 18 September 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 16 October 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 2003 |
| Series 24 | General Securities Principal Examination | 9 September 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 1984 |
| Series 7 | General Securities Representative Examination | 14 April 1984 |
- Name
- Municipal Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Municipal Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patricia Gadecki Wells
- CRD
- 1233407
- Firm
- Wells Global Investment Advisers · CRD 150139
- Role
- CCO
- Office
- 521 WEST CENTRAL AVENUE, Winter Haven, FL 33880
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Patricia Wells work?
Patricia Wells has been CCO of Wells Global Investment Advisers LLC since April 2020, and is a control person of the firm.
Is Patricia Wells a financial advisor?
Yes. Patricia Wells has a current investment-adviser registration in Florida, through Wells Global Investment Advisers since September 2009.
How many years of experience does Patricia Wells have?
Patricia Wells has 41 years in the financial industry, since February 1985, across 2 adviser firms.
What exams has Patricia Wells passed?
Patricia Wells has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 65, Series 4, Series 53, Series 52TO and Series 99TO. The earliest, the Series 7, was passed in April 1984. FINRA credited Patricia Wells with the SIE, which began in October 2018.
Where is Patricia Wells based?
Patricia Wells’ registered office is in Winter Haven, FL.
Is Patricia Wells registered with FINRA?
Yes. Patricia Wells has a current broker registration, under CRD 1233407.
Source: FINRA BrokerCheck
How can I verify Patricia Wells’ record?
Search CRD 1233407 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patricia Wells’ full registration record.