Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick William Bentivegna is a registered representative with Charles Schwab & CO., Inc. Patrick Bentivegna is licensed to provide advisory services in California and Texas. Patrick Bentivegna has been in the securities industry since May 1994. Patrick Bentivegna holds the Series 4, 7, 8, 9, 10, 63, and 66 licenses. Patrick Bentivegna also holds the SIE exam certification. Patrick Bentivegna is currently registered with Charles Schwab & CO., Inc. and has previously worked at Charles Schwab Bank, SSB. Patrick Bentivegna is currently licensed to provide advisory services in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Maryland, Nevada, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington. Patrick Bentivegna's firm is registered with the SEC and is a member of FINRA and SIPC. Patrick Bentivegna's firm offers a variety of investment advisory services, including financial planning, portfolio management, and selection of other advisors. The firm also provides wrap fee programs and a financial planning advisor referral program. Patrick Bentivegna is a licensed real estate agent in Petaluma, California.
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
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Santa Rosa CA)
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/1997
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Patrick Bentivegna is the right advisor for you? Invested Better is here to help.
