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 Sirkoski is a registered representative with Charles Schwab & CO., Inc. working in the Columbus, OH office. Patricia Ann Sirkoski has been in the financial industry since March 30, 2005. Patricia Ann Sirkoski has previously worked with COMMONWEALTH FINANCIAL NETWORK, PROEQUITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC., NFP SECURITIES, INC., THE HUNTINGTON COMPANY, MUTUAL BENEFIT FINANCIAL SERVICE COMPANY, GREAT LAKES SECURITIES INC. and OLDE & CO., INCORPORATED.
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
OH
10/22/2024 - Present
Charles Schwab & CO., Inc. (Columbus OH)
OH
11/04/2009 - 07/09/2012
COMMONWEALTH FINANCIAL NETWORK (DUBLIN OH)
OH
07/10/2009 - 09/17/2009
PROEQUITIES, INC. (WORTHINGTON OH)
AZ
07/03/2008 - 11/18/2008
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
02/07/2008 - 06/11/2008
NFP SECURITIES, INC. (COLUMBUS OH)
OH
11/17/2006 - 08/17/2007
PROEQUITIES, INC. (WORTHINGTON OH)
NA
11/17/1987 - 10/03/1988
THE HUNTINGTON COMPANY
NA
02/20/1986 - 09/03/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
11/15/1985 - 02/03/1986
GREAT LAKES SECURITIES INC.
NA
09/21/1984 - 10/14/1985
OLDE & CO., INCORPORATED
BC
Issued 09/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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