Patricia Lee Rosendahl

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2003-07-28 → 2007-04-20
  Msi Financial Services, Inc.
  Raleigh, NC
  Raleigh, NC
• 2001-12-31 → 2003-06-26
  Msi Financial Services, Inc.
  Raleigh, NC

Other Businesses

CREATIVE MEMORIES CONSULTANT SCRAPBOOKING STARTED:08/01/03 CONSULTANT HOBBY: USE TO ORDER SCRAPBOOK MATERIAL WHOLSALE;MATERIALS FOR GIFTS FOR OTHERS

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-17
• S63 Uniform Securities Agent State Law Examination
  1987-11-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Patricia L Schneider