Verified recordFinancial Services

Patrick Holland

Senior Vice President-investment Officer at the Chk Group of Wells Fargo Advisors at Wells Fargo Advisors

Based in Boston, United States

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Seniority

Vp

Department

Other

Location

Boston

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

p•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Patrick Holland

Patrick has over 30 years of experience in the financial service industry and serves as a relationship manager and concentrates on asset allocation strategies as well as money manager selection. He is among a select group of Financial Advisors authorized to manage client portfolios with discretionary authority through Wells Fargo Advisors’ Private Investment Management PIM program. Patrick earned the Certified Investment Management Analyst®(CIMA®) designation through the Wharton School of Business. He graduated from Nichols College in 1988 with a B.S. in Business Administration. As a member of The CHK Group of Wells Fargo Advisors, Patrick provides objective investment advice and guidance to individuals, families and institutions. He applies investment theory and integrates a complex body of investment knowledge systematically and ethically to assist his clients in making prudent investment decisions. This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, PA, RI, TX, UT, VA, VT, and WA only. NMLSR ID# 259632 The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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