Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tancula is a financial advisor with Charles Schwab & Co., Inc. Patrick has been in the financial services industry since 2015. Patrick holds the Series 7, 9, 63 and 65 securities licenses. Patrick is registered in California. Patrick previously worked at TD Ameritrade, Inc. in San Diego, CA.
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
1
2
AZ
09/01/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
01/07/2019 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 01/14/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Patrick Tancula is the right advisor for you? Invested Better is here to help.
