Patricia Omalley-WeingartnerCRD Number: 1936837
Current Firm: Benjamin F. Edwards & Company, Incorporated
Patricia Omalley-Weingartner (CRD# 1936837) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 26 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Benjamin F Edwards & Co||Saint Louis, MO||May 2013 - Current||4|
|Wells Fargo Advisors LLC||Abilene, KS||May 2009 - May 2013||4|
|Wachovia Securities, LLC||Abilene, KS||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management5,299MILLIONS
Total Number of Accounts20,728ACCOUNTS
Average Account Value$255,633
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY