Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Rowley is a registered representative with Charles Schwab & CO., Inc. with over 14 years of experience in the securities industry. Patrick has been with Charles Schwab & CO., Inc. since November 2021. Previously, Patrick worked at TD AMERITRADE, INC. for over 14 years. Patrick holds the Series 63, Series 7, and Series 24 securities licenses. Patrick is registered to conduct business in Nebraska. Patrick is currently located in Omaha, Nebraska.
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
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NE
11/08/2021 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/20/2007 - 11/08/2021
TD AMERITRADE, INC. (BELLEVUE NE)
BC
Issued 06/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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