Jeremie Patrick (CRD# 6337088) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 9 years of experience in the finance industry. Jeremie Patrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Rodgers & Associates | Lancaster, PA | Jan 2018 - Current | 6 |
Rodgers & Associates | Lancaster, PA | Mar 2016 - Dec 2017 | 1 |
Sfc Wealth Advisors | State College, PA | Jun 2015 - Feb 2016 | < 1 |
Northwestern Mutual Investment Services LLC | Lancaster, PA | Dec 2014 - Apr 2015 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2014 - Apr 2015 | < 1 |
Student | Shippensburg, PA | Apr 2014 - Apr 2015 | 1 |
Darrenkamps Markets | Mt Joy, PA | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2015 |
S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- PA
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Total Assets Under Management1,196MILLIONS
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Total Number of Accounts3,207ACCOUNTS
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Average Account Value$372,800
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, DE, FL, MD, NC, NJ, NY, PA, TX, VA
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