Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Holdman is a financial advisor with over 15 years of experience in the financial industry. Patricia is registered with Schwab Wealth Advisory, Inc. in Arizona, California, and Texas. Before joining Schwab Wealth Advisory, Inc., Patricia was with Vanguard Marketing Corporation and Chase Investment Services Corp. Patricia holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Patricia is also a Certified Financial Planner. Patricia provides financial planning and portfolio management services to individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
08/14/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
06/09/2011 - 06/16/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
TX
05/02/2009 - 02/25/2011
CHASE INVESTMENT SERVICES CORP. (KELLER TX)
TX
01/24/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (KELLER TX)
TX
02/28/2006 - 09/15/2006
WM FINANCIAL SERVICES, INC. (KELLER TX)
IA
Issued 07/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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