Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Maj is a financial advisor with over 14 years of experience in the industry. Patrick is currently registered with Charles Schwab & Co., Inc. Patrick holds a variety of licenses, including Series 7, 9, 10, 63, and 66, and is a Certified Financial Planner. Patrick has a diverse background, having previously worked at firms such as J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and TD Ameritrade, Inc. Patrick has been active in the industry since 2009 and specializes in providing financial planning and investment advisory services.
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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2
NV
08/17/2017 - Present
Charles Schwab & CO., Inc. (Henderson NV)
NV
11/08/2016 - 07/26/2017
J.P. MORGAN SECURITIES LLC (LAS VEGAS NV)
NV
10/20/2015 - 08/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NV
08/05/2015 - 10/06/2015
TD AMERITRADE, INC. (LAS VEGAS NV)
NV
03/16/2009 - 08/24/2015
CHARLES SCHWAB & CO., INC. (LAS VEGAS NV)
BOTH
Issued 6/5/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/8/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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