Patrick Maj (CRD# 5558276) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Henderson, NV and has over 15 years of experience in the finance industry. Patrick Maj 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# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Henderson, NV | Jul 2017 - Current | 6 |
Charles Schwab Bank | Henderson, NV | Jul 2017 - Current | 6 |
Jpmorgan Securities LLC | Las Vegas, NV | Oct 2016 - Jul 2017 | < 1 |
Arista Wealth Management, LLC | Las Vegas, NV | Jul 2016 - Sep 2016 | < 1 |
Bank Of America, N.a. | Las Vegas, NV | Oct 2015 - Jul 2016 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas, NV | Oct 2015 - Jul 2016 | < 1 |
Tdameritrade, Inc. | Las Vegas, NV | Aug 2015 - Sep 2015 | < 1 |
Charles Schwab Bank | Las Vegas, NV | Jan 2015 - Jul 2015 | < 1 |
Charles Schwab & Co, Inc. | Las Vegas, NV | Jun 2008 - Jul 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2009 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- NV
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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