Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jon Serrano is a registered investment advisor representative, currently with Charles Schwab & CO., Inc., with an office in Scottsdale, Arizona. Patrick is registered to provide investment advisory services in a total of 53 states, with a focus on brokerage services. Patrick has worked with Charles Schwab for a number of years, and has experience in providing advice on a variety of financial planning needs.
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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AZ
01/02/2024 - Present
Charles Schwab & CO., Inc. (Scottsdale AZ)
BOTH
Issued 12/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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