Patricia M Preston

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 11/2007 → Present
  Charles Schwab & Co., Inc.
  Houston, TX
• 03/2008 → Present
  Charles Schwab Bank Ssb
  Houston, TX

Previous Registrations

• 2002-04-24 → 2007-11-05
  Ameriprise Financial Services, Llc
  Cleveland, OH
  Westlake, OH

Other Businesses

1) Self | Investment Related:No|30626 Brixton Village Street|Fulshear|Texas|77441|USA|Real Estate (Non-Agent/Broker)|Landlord|11/1/2025|Less than 20|0|I have an investment residential property that I rent out to a tenant.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-18

Other Names

• Patricia Marie Preston
• Patricia Marie Rizzo
• Patricia Marie Rizzo
• Patricia Marie Bauer
• Patricia Marie Bauer
• Patricia Marie Preston
• Patricia Malie Preston
• Patricia Marie Preston
• Patricia P Salupo