Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Stacey-vargas is a financial advisor with Charles Schwab & CO., Inc. located in Omaha, NE. Prior to joining Charles Schwab & CO., Inc., Patrick Stacey-vargas worked at TD Ameritrade, INC. Patrick Stacey-vargas has been in the financial industry since March 2, 2023 and holds both Series 7TO, Series 63, and SIE licenses. Patrick Stacey-vargas has been registered with FINRA since May 26, 2023 and holds registrations in 51 states.
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
NE
05/26/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
03/03/2023 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 03/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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