Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick R. Schultz is a financial advisor with Grant Williams LP. Patrick is registered with the state of Pennsylvania and holds the Series 66, SIE and Series 7TO licenses. Patrick has been in the industry since August 2021 and previously worked at J.P. Morgan Securities LLC.
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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PA
12/01/2023 - Present
Grant Williams LP (PHILADELPHIA PA)
NY
08/18/2021 - 04/22/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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