Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Anthony Puranda is a financial advisor registered with Charles Schwab & CO., Inc. Patrick has been in the financial industry since 1994, and has been registered with Charles Schwab & CO., Inc. since 2006. Patrick is licensed in all 50 states and the District of Columbia. In addition to his Series 7, 9, 10 and 63 licenses, Patrick holds a SIE certification. Patrick specializes in financial planning, portfolio management and selection of other advisors. Patrick is also a WRAP Fee Program Sponsor and participates in a financial planning advisor referral program. Patrick is based in Orlando, Florida and can be reached at the Charles Schwab & CO., Inc. office located at 1958 Summit Park Dr., Orlando, Florida 32810.
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
FL
04/06/2006 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
08/31/2005 - 09/19/2005
NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)
TX
08/24/1994 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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