Cynthia Patry

VP - Financial Consultant

+1 316-315-1302

Financial credentials

  • Series 7, 9, 10, 63, 66 Securities Licenses

Experience

21 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Advisor, Morgan Stanley, 2021-2023
  • Financial Advisor, Wealth Alliance, 2020-2021
  • Financial Consultant/Manager, Scottrade/TD Ameritrade, 2002-2020

Education

  • Bachelor's of Business Administration, Finance and Accounting from Wichita State University

Personal interests and affiliations

  • Board Member of American Cancer Society, 2023-Present
  • Board Member of Wichita Estate Planning Council, 2022-Present
  • Board Member of Magdalen Altar Society and ACTS, 2020-Present
  • Member of Junior League of Wichita, 2023-Present

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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