Patricia A. Wellman, CFP
Cambridge Investment Research, Inc.
Financial Planner in Southfield, MI
Address:17515 W 9 Mile Rd, Ste 250
Southfield, MI 48075
About Patricia A. Wellman
Patricia Wellman is a financial professional at Cambridge Investment Research, Inc. located in Southfield, Michigan. Patricia Wellman holds an industry securities registration subject to FINRA oversight having passed securities examinations including S22, S6, S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Patricia Wellman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Patricia Wellman17515 W 9 Mile Rd, Ste 250
Southfield, MI 48075
Phone Number:
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Website:
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