Patrick Jon Serrano
Financial advisor at Charles Schwab & Co., Inc. · Chandler, AZ
Last updated 2026-10-10
Claim your profilePatrick Jon Serrano is a financial advisor at Charles Schwab & Co., Inc. in Chandler, AZ, CRD 7538495. Licenses and exams on the registration: Series 66. IAPD registration began 2024-01-02.
Registration
- CRD number
- 7538495
- Registration status
- Active
- IAPD registration
- 2024-01-02
- Industry Experience
- 2 years
- Work Experience
- 13 years
- States registered
- AZ
Licenses and exams
- Series 66
Work history
- 2021-01 to 2022-01 · Whitworth University · Spokane, WA
- 2020-04 to 2020-08 · Walmart · Phoenix, AZ
- 2020-08 to 2021-01 · Unemployed · Phoenix, AZ
- 2022-01 to 2022-05 · Unemployed · Phoenix, AZ
- 2022-05 to 2022-08 · Charles Schwab · Phoenix, AZ
- 2016-05 to 2020-03 · Unemployed · Phoenix, AZ
- 2013-09 to 2022-12 · Full Time Education · Anthem, AZ
- 2022-12 to Present · Charles Schwab & Co., Inc. · Chandler, AZ
- 2024-09 to Present · Charles Schwab Bank, Ssb · Chandler, AZ
Current employment
- Charles Schwab & Co., Inc. · San Francisco, CA
Charles Schwab & Co., Inc.
- Registered advisors
- 6,791
- Offices
- 867
- Clients per advisor
- 0.0 (Low)
Charles Schwab & Co., Inc.: advisors, services and reported ETF investments
About
Patrick Jon Serrano is a financial advisor at Charles Schwab & Co., Inc. in Chandler, AZ. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 13 years of reported work history.
Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, and Other Advisory Service.
What this firm offers
Filed by Charles Schwab & Co., Inc. on Form ADV.
Client services
- Financial Planning Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
3031 West Frye Road, Chandler, AZ 85226
20 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Patrick Jon Serrano?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.