Patrick Maj

Patrick Maj As a Schwab Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing guidance unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you can l benefit from Schwab’s modern

approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 702-269-7670 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

Excited to share that Charles Schwab was named one of America’s most community-minded companies by Points of Light as pa...
02/23/2024

Excited to share that Charles Schwab was named one of America’s most community-minded companies by Points of Light as part of for the seventh year in a row. Learn more about our initiatives here: short.url/aBcXyZ

More defined benefit and deferred compensation capabilities We’re excited to announce that we’re working with Conduent (...
02/22/2024

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://bit.ly/49md0aB

Love wins over money, according to Americans we surveyed. And that’s just part of what we uncovered. http://bit.ly/47fb1...
11/29/2023

Love wins over money, according to Americans we surveyed. And that’s just part of what we uncovered. http://bit.ly/47fb1oa

Is the next big thing in ? Hear Ryan Raffin and Eric Joranson’s take on crypto for a cause, including recent trends, ...
11/27/2023

Is the next big thing in ? Hear Ryan Raffin and Eric Joranson’s take on crypto for a cause, including recent trends, considerations for crypto donors, and how charities could put these non-cash assets to use.

Listen on Apple Podcast

During a down market, make sure you consider these moves that focus on tax planning and portfolio maintenance.
11/14/2022

During a down market, make sure you consider these moves that focus on tax planning and portfolio maintenance.

Certain moves could make more sense during a bad market than during a good one. Here are five.

If I could, I’d personally thank every veteran for their service. A post isn’t quite the same, but let me say I’m gratef...
11/11/2022

If I could, I’d personally thank every veteran for their service. A post isn’t quite the same, but let me say I’m grateful for your commitment and sacrifice.

Mark Riepe talks with David Koenig, Chief Investment Strategist for Schwab Intelligent Portfolios, about how you can use...
09/28/2022

Mark Riepe talks with David Koenig, Chief Investment Strategist for Schwab Intelligent Portfolios, about how you can use rebalancing, tax loss harvesting, and other strategies to your advantage during a down market.

Whenever there’s a rapid drop in the stock market, whatever the cause, some investors wonder whether they should just get out of the market for a while. Here’s why that approach usually doesn’t work.

In this episode, Mark speaks with Randy Frederick, discuss some of the common mistakes investors make when trading—and h...
04/14/2022

In this episode, Mark speaks with Randy Frederick, discuss some of the common mistakes investors make when trading—and how to learn from those mistakes.

Making mistakes is part of the learning process, but how can we improve our ability to learn from trading mistakes?

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, ...
03/03/2022

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. Schwab.com/Live

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important informatio...
02/09/2022

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important information on account types, taxes and more.

You’ve got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

Address

2245 Village View Drive, Suite 170
Henderson, NV
89052

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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