Patricia Grace Thompson

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

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

• 01/1999 → Present
  Fahnestock & Co., Inc.
  Grand Blanc, MI

Other Businesses

1. HUSBAND AND MOTHER-IN-LAW ALSO CO-TRUSTEE. STARTING 7/15/11, CO-TRUSTEE ON MY MOTHER-IN-LAW'S TRUST. 7224 HAWTHORNE CIRCLE DRIVE, GOODRICH, MI 48439. O HOURS DURING BUSINESS HOURS - 1-2 HOURS PER MONTH ASSISTING WITH BILL PAYING WHEN NECESSARY. 2. AS OF 9/24/17, NORWEX, 800 W BETHEL RD., STE 100, COPPELL, TX 75019.PRODUCES CHEMICAL FREE CLEANING PRODUCTS. CONSULTANT,MAINLY TO HELP WITH FUND RAISERS FOR NON-PROFIT ORGANIZATIONS,1 HOUR PER WEEK 3. 2 RENTAL CONDOS - 150 HARBORSIDE #126 & #127, PUNTA GORDA, FL 33950. LESS THAN 30 MINUTES A MONTH. NO INVESTMENT ACCOUNTS WITH RENTERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-02
• S63 Uniform Securities Agent State Law Examination
  1982-08-16

Other Names

• Patricia G Kressbach
• Patricia Kress Romanowski
• Patricia Grace Kressbach
• Patricia Grace Romanowski