Patrick White, CFP®, CMT®

VP - Financial Consultant

+1 215-478-9199

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Market Technician®
  • Series 7, 9, 10, 66 Securities Licenses

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP- Financial Consultant, TD Ameritrade, Inc, 2020-2022
  • Branch Manager-Producing, TD Ameritrade, Inc, 2018-2020
  • Branch Manager, Scottrade, Inc, 2014-2020
  • Senior Stockbroker, Scottrade, Inc, 2009-2014
  • Financial Professional, AXA Advisors LLC, 2008-2009

Education

  • Bachelor of Business Administration, Business and Law, Temple University - Fox School of Business
  • Chartered Market Technician Charterholder, CMT Association
  • Certified Financial Planner Professional, CFP Board

Personal interests and affiliations

  • New York Chapter - CMT

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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