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 Marschner has been in the financial services industry since October 2008 and is currently registered with Cambridge Investment Research Advisors, Inc. in Camp Hill, PA. Patricia is also a Registered Representative and Investment Advisor Representative. Prior to joining Cambridge, Patricia worked with Waddell & Reed. Patricia has a Series 6, Series 7, Series 63, and Series 65 license. In addition to her work with Cambridge, Patricia is also involved with a number of other organizations, including the Sherman's Dale S.D.A Church and Central Penn Wealth Advisors.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
09/07/2017 - Present
Cambridge Investment Research Advisors, Inc. (Camp Hill PA)
PA
10/08/2008 - 09/08/2017
WADDELL & REED (CAMP HILL PA)
IA
Issued 09/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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