Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patsy? Claim Your ProfilePatsy V Chianca is a registered investment advisor with Charles Schwab & CO., Inc. Patsy has been in the securities industry since 1998. Patsy is licensed to conduct securities business in 26 states. The advisor's firm, Charles Schwab & CO., Inc. is a well-established financial services firm that offers a wide range of financial products and services. The firm manages over $50 billion in assets and has over 919,128 clients. Charles Schwab & CO., Inc. provides advisory services to a variety of clients including individuals, businesses, and institutions. The firm's primary focus is on providing investment advice and financial planning services.
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
NJ
03/23/2021 - Present
Charles Schwab & CO., Inc. (Morristown NJ)
NY
09/16/1998 - 06/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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