Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Manuel Scholz is an investment advisor representative with Corhaven Technologies LLC. Patrick has over 20 years of experience in the financial services industry and holds Series 7, 24, 31, 55 and 66 securities licenses. Patrick previously worked with a number of firms including Mutual Securities, Inc., MML Investors Services, LLC, Cambridge Investment Research, Inc., Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Paine Webber Incorporated. Patrick specializes in financial planning and portfolio management for individuals. Corhaven Technologies LLC offers financial planning and investment advisory services to individuals and has approximately $9.2 million in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Monthly subscription for financial planning
1
2
IL
03/20/2018 - Present
Corhaven Technologies LLC (CHICAGO IL)
CA
10/17/2014 - 04/21/2016
MUTUAL SECURITIES, INC. (Walnut Creek CA)
CA
06/26/2012 - 10/24/2014
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
06/16/2009 - 02/10/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (WALNUT CREEK CA)
CA
01/09/2008 - 01/29/2009
MORGAN STANLEY & CO. INCORPORATED (CONCORD CA)
CA
06/15/2006 - 10/30/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
NY
05/09/2006 - 06/13/2006
OPUS TRADING FUND LLC (JERICHO NY)
NY
05/17/2005 - 03/16/2006
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
06/16/1998 - 05/12/2004
KNIGHT CAPITAL MARKETS, LLC. (PURCHASE NY)
NJ
10/08/1996 - 05/19/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/01/1995 - 06/25/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/09/1992 - 12/15/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
Not sure Patrick Scholz is the right advisor for you? Invested Better is here to help.
