Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pascal? Claim Your ProfilePascal Mccartney Kropf is a financial advisor with CWM, LLC. Pascal has been a financial advisor for more than 9 years. Pascal is a Certified Financial Planner and holds a Series 6, 7, 63, and 66 licenses. Pascal has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Prior to joining CWM, LLC, Pascal worked at Morgan Stanley, Wells Fargo Clearing Services, LLC and Vanguard Marketing Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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2
AZ
07/31/2023 - Present
CWM, LLC (Scottsdale AZ)
AZ
09/20/2021 - 08/04/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
11/12/2018 - 09/15/2021
MORGAN STANLEY (GILBERT AZ)
AZ
10/07/2014 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 01/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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