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 Schroder is a financial advisor with J.w. Cole Financial, Inc. based in Tampa, Florida. He is registered with FINRA and has been in the financial industry since 1994. Patrick's experience includes positions at LPL Financial LLC, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and other firms.
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.
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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2
FL
11/15/2023 - Present
J.w. Cole Financial, Inc. (TAMPA FL)
SC
10/07/2014 - 08/15/2023
LPL FINANCIAL LLC (FORT MILL SC)
FL
02/13/2013 - 10/03/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
FL
02/10/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (PALM HARBOR FL)
MA
10/17/2005 - 12/16/2005
BROWNCO, LLC (BOSTON MA)
FL
10/08/2003 - 07/19/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
WI
06/17/1998 - 08/12/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
12/17/1998 - 12/31/2000
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MI
07/12/1994 - 06/02/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
02/25/1994 - 03/10/1994
QUICK & REILLY, INC. (NEW YORK NY)
FL
02/10/1992 - 11/08/1993
ARGUS SECURITIES, INC. (HALLANDALE FL)
FL
10/22/1991 - 01/03/1992
ARGUS SECURITIES, INC. (HALLANDALE FL)
NA
10/10/1991 - 10/29/1991
J. W. GANT & ASSOCIATES, INC.
CO
07/05/1991 - 09/13/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1995
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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