Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Susanne Giegerich is a financial advisor who has been in the industry since 1999. Currently, Patricia is registered with Charles Schwab & CO., Inc. and has been with the firm since 2001. Patricia is also registered in California and Ohio. Prior to joining Charles Schwab & CO., Inc., Patricia was registered with MORGAN STANLEY DW INC. from 1999 to 2001. Patricia is a Series 66, Series 31, and Series 7 licensed professional.
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
1
2
CO
01/24/2006 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
04/22/1999 - 11/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Patricia Giegerich is the right advisor for you? Invested Better is here to help.
