Patrick McNamara

VP - Financial Consultant

+1 513-361-8614

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Financial Solutions Advisor, Merrill Lynch, 2020-2020
  • Workplace Planning Consultant, Fidelity Investments, 2015-2020

Education

  • BS, University of Cincinnati
  • JD, Salmon P. Chase College of Law

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.