Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ehrhardt-Patty is a financial advisor at Charles Schwab & CO., Inc. John has been in the industry since 2022. John provides financial planning and portfolio management services to their clients. John has passed the Series 63, Series 66 and Series 7 exams and is licensed in Alabama, Texas and Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
GA
10/22/2024 - Present
Charles Schwab & CO., Inc. (Sandy Springs GA)
AL
04/01/2022 - 07/18/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Vestavia AL)
BOTH
Issued 08/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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