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Patrick Charles Ketchoyian

Schwab Wealth Advisory, Inc.

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About Patrick Charles Ketchoyian

Patrick Ketchoyian is a financial advisor with over 10 years of experience in the financial services industry. Patrick is currently registered with Schwab Wealth Advisory, Inc. and previously worked for Edward Jones, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES LLC, and Annexus Securities, LLC. Patrick holds the Series 7, Series 66, and SIE licenses.

Firm Information

Patrick Ketchoyian is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Patrick Ketchoyian’s Registration & Firm History

AZ

12/01/2020 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

09/04/2019 - 10/21/2020

ANNEXUS SECURITIES, LLC (SCOTTSDALE AZ)

AZ

04/12/2019 - 08/28/2019

EDWARD JONES (SCOTTSDALE AZ)

WA

10/24/2013 - 12/18/2013

J.P. MORGAN SECURITIES LLC (SEATTLE WA)

CA

01/21/2010 - 01/02/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COSTA MESA CA)

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Licenses & Designations

BOTH

Issued 05/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/19/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Patrick Charles Ketchoyian.
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