Patricia Scheer

Patricia Scheer Email and Phone Number

Registered Wealth Management Associate at unnamed Broker Dealer in Northeast WI @
Patricia Scheer's Location
Appleton, Wisconsin, United States, United States
Patricia Scheer's Contact Details

Patricia Scheer work email

Patricia Scheer personal email

Patricia Scheer phone numbers

About Patricia Scheer

Patricia Scheer is a Registered Wealth Management Associate at unnamed Broker Dealer in Northeast WI at Unnamed Broker Dealer Northeast WI. She possess expertise in series 63, banking, fixed annuities, insurance, retirement planning and 21 more skills.

Patricia Scheer's Current Company Details
Unnamed Broker Dealer Northeast WI

Unnamed Broker Dealer Northeast Wi

Registered Wealth Management Associate at unnamed Broker Dealer in Northeast WI
Patricia Scheer Work Experience Details
  • Unnamed Broker Dealer Northeast Wi
    Registered Wealth Management Associate
    Unnamed Broker Dealer Northeast Wi Aug 2010 - Present
    Green Bay, Wi
  • Woodbury Financial Services, Inc.
    Registered Sales Assistant
    Woodbury Financial Services, Inc. Jul 2008 - Dec 2009
    Green Bay, Wi
  • Uvest Financial Services Group, Inc.
    Registered Sales Assistant
    Uvest Financial Services Group, Inc. Jul 2007 - Jul 2008
    Green Bay, Wi
    View
  • Vision Investment Services, Inc.
    Executive Assistant
    Vision Investment Services, Inc. Apr 2007 - Jul 2007
    Green Bay, Wi
  • Ifmg Securities, Inc.
    Registered Sales Assistant
    Ifmg Securities, Inc. Oct 2006 - Mar 2007
    Kaukauna, Wi
    10/2006 - 03/2007
    View
  • Associated Investment Services, Inc.
    Brokerage Service Specialist
    Associated Investment Services, Inc. Dec 2000 - Dec 2004
    Green Bay, Wi
  • Bank One Securities Corporation
    Investment Sales Assistant
    Bank One Securities Corporation Aug 1997 - Mar 2000
    Green Bay, Wi

Patricia Scheer Skills

Series 63 Banking Fixed Annuities Insurance Retirement Planning Portfolio Management Investments Financial Risk Mortgage Lending Finance Asset Allocation Commercial Banking Wealth Management Equities Mutual Funds Uniform Combined State Law Finra Strategic Financial Planning Risk Management Credit Financial Analysis Series 7 Credit Analysis Series 65 Loans Commercial Lending

Patricia Scheer Education Details

Frequently Asked Questions about Patricia Scheer

What company does Patricia Scheer work for?

Patricia Scheer works for Unnamed Broker Dealer Northeast Wi

What is Patricia Scheer's role at the current company?

Patricia Scheer's current role is Registered Wealth Management Associate at unnamed Broker Dealer in Northeast WI.

What is Patricia Scheer's email address?

Patricia Scheer's email address is pa****@****ank.com

What is Patricia Scheer's direct phone number?

Patricia Scheer's direct phone number is +192026*****

What schools did Patricia Scheer attend?

Patricia Scheer attended Northeast Wisconsin Technical College, Washington High School.

What skills is Patricia Scheer known for?

Patricia Scheer has skills like Series 63, Banking, Fixed Annuities, Insurance, Retirement Planning, Portfolio Management, Investments, Financial Risk, Mortgage Lending, Finance, Asset Allocation, Commercial Banking.

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