Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Aloysius White is a financial advisor registered with Charles Schwab & CO., Inc. and has been in the industry since January 23, 2009. Patrick has a wealth of experience working with TD Ameritrade, Inc. and Scottrade, Inc. in the past. Patrick currently holds licenses for Series 66, Series 10, Series 9, SIE, and Series 7. He is registered as an Investment Advisor Representative in the state of Pennsylvania. Patrick provides a wide range of financial services including financial planning, wrap fee programs, and referrals to other advisors. He is committed to helping clients achieve their financial goals.
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
PA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Yardley PA)
PA
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Yardley PA)
PA
02/24/2009 - 02/26/2018
SCOTTRADE, INC. (LANGHORNE PA)
PA
09/03/2008 - 10/03/2008
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 09/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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