Patrick A. Gilchrist, CFP®

VP - Financial Consultant

+1 608-824-2042

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2014-2019
  • High-Net Worth Specialist, Charles Schwab, 2007-2014
  • Active Trader Consultant, Charles Schwab, 2006-2007

Education

  • Colorado State University Global
  • BS - Communications/Business Management

Standard mailing address:

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

Modal can be closed by pressing Escape key.