Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keely? Claim Your ProfileKeely Kathleen Patridge is a registered representative with Charles Schwab & Co., Inc. Keely has been in the industry since May 7, 1999. Keely has experience with both individual and institutional clients. Keely holds the Series 3, 4, 7, 24, 55, 57TO, 63, and 66 licenses. Previous to Charles Schwab, Keely was associated with PROTRADER SECURITIES CORPORATION, PROTRADER.COM, LP, ZONE TRADING PARTNERS, LLC, and CYBERTRADER, INC.
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
1
2
TX
10/29/2012 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
11/09/2005 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
TX
05/30/2002 - 03/04/2005
ZONE TRADING PARTNERS, LLC (AUSTIN TX)
TX
03/26/2001 - 01/25/2002
PROTRADER.COM, LP (AUSTIN TX)
TX
04/30/1998 - 01/15/2002
PROTRADER SECURITIES CORPORATION (AUSTIN TX)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2002
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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