Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Aaron Schuchard is a financial advisor with Oppenheimer & Co. Inc. Patrick has been in the financial industry since 2006 and has experience working with various clients, including high-net-worth individuals, corporations, and institutions. Patrick holds several licenses, including the Series 7, 63, 66, and 87 exams. Patrick is also a Chartered Financial Analyst. Patrick is a resident of New York and is registered to provide financial advice in Connecticut and New York.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/17/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NE
06/16/2008 - 01/22/2009
PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)
TX
12/21/2006 - 04/07/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 11/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Schuchard is the right advisor for you? Invested Better is here to help.
