Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jereb is a financial advisor with Voya Retirement Advisors, LLC based in Phoenix, Arizona. Patrick Jereb has been in the industry since 2012. Patrick Jereb has passed the Series 63, Series 66, Series 7 and SIE exams. Patrick Jereb was previously registered with CHARLES SCHWAB & CO., INC. and SCOTTRADE, INC..
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
12/06/2023 - Present
Voya Retirement Advisors, LLC (Phoenix AZ)
AZ
03/10/2015 - 11/01/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
05/30/2012 - 02/17/2015
SCOTTRADE, INC. (PHOENIX AZ)
BOTH
Issued 03/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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