Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Goeke is a financial advisor with over 30 years of experience in the financial services industry. Patricia currently works at Charles Schwab & CO., Inc. in Lone Tree, CO. Patricia is a registered representative with FINRA and holds Series 6, 7, 9, 10, 63 and SIE licenses. Previous employers include Invest Financial Corporation, Kemper Securities Group, Inc., and Boettcher & Company, 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
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2
CO
12/21/1998 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
11/02/1993 - 03/04/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
WI
06/13/1991 - 10/15/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
09/04/1990 - 03/11/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
07/12/1990 - 09/04/1990
BOETTCHER & COMPANY, INC.
KS
11/20/1989 - 07/19/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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