Patryck Chwalek (CRD# 7724268) is an Investment Advisor Representative working at 7pw Wealth, LLC in Davidson, NC and has 1 year of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 7pw Wealth, LLC | Davidson, NC | Jan 2023 - Current | 1 |
| Unemployed | Davidson, NC | Aug 2022 - Jan 2023 | < 1 |
| Standard Colors, Inc. | Greensboro, NC | Feb 2019 - Aug 2022 | 3 |
| Regional Finance Corp. | Charlottesville, NC | Sep 2017 - Jan 2019 | 1 |
| Regional Finance Corp. | Charlotte, NC | Mar 2016 - Sep 2017 | 1 |
| Dick's Sporting Goods | Huntersville, NC | Nov 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NC
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$348,685
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NC
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