Patricia MarschnerCRD Number: 5538337
Current Firm: Waddell & Reed
Patricia Marschner (CRD# 5538337) is an Investment Advisor Representative working at Waddell & Reed in Camp Hill, PA and has over 8 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
Red Wave Investments
|Shermans Dale S.d.a. Church||Shermans Dale, PA||Feb 2012 - Current||4|
|Various Insurance Carriers For W & R Insurance Agencies||New Bloomfield, PA||Sep 2008 - Current||8|
|Waddell & Reed, Inc.||Camp Hill, PA||May 2008 - Current||8|
|Pat's Potpourri||New Bloomfield, PA||Jan 1991 - Current||25|
|Letip Of Carlisle||Carlisle, PA||Jan 2012 - Jan 2014||2|
|Lean 'n Mean Fitness Llc, Dba Cuts Fitness For Men||Enola, PA||Apr 2005 - May 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Nov 2008|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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