Patrick Graver, financial advisor Greeley PA

Patrick Graver

CRD Number: 7695446
Current Firm: Center Stage Planning LLC

Patrick Graver (CRD# 7695446) is an Investment Advisor Representative working at Center Stage Planning LLC in Greeley, PA and has 1 year of experience in the finance industry. Patrick Graver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Center Stage Planning LLC Greeley, PA Feb 2024 - Current < 1
Cambridge Investment Research Inc. Fairfield, IA Feb 2023 - Jan 2024 < 1
Bishoff Financial Group Gahanna, OH Feb 2023 - Jan 2024 < 1
Creative Financial Planning Nyack, NY Jan 2022 - Jan 2023 1
Fireside Theatre Fort Atkinson, WI Aug 2021 - Nov 2021 < 1
Unemployment New York, NY Mar 2020 - Aug 2021 1
The Book Of Mormon New York, NY Nov 2018 - Mar 2020 1
Stages St. Louis Chesterfield, MO Jul 2018 - Oct 2018 < 1
The Book Of Mormon Broadway LLC New York, NY Jun 2018 - Jun 2018 < 1
Unemployment New York, NY Jan 2018 - May 2018 < 1
Goodspeed Opera House Foundation, Inc. East Haddam, CT Oct 2017 - Dec 2017 < 1
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Goodspeed Opera House Foundation, Inc. East Haddam, CT Mar 2017 - Jul 2017 < 1
Alex And Sandy Southwell New York, NY Jan 2017 - Mar 2017 < 1
Unemployment New York, NY Oct 2016 - Dec 2016 < 1
Fireside Theatre Fort Atkinson, WI Jul 2016 - Sep 2016 < 1
Bullets Over Broadway National Tour New York, NY Aug 2015 - Jul 2016 < 1
Stages St. Louis Chesterfield, MO Jun 2015 - Aug 2015 < 1
Theatre By The Sea South Kingstown, RI Mar 2015 - Jun 2015 < 1
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West Side Story National Tour New York, NY Oct 2013 - Jun 2014 < 1

Patrick Graver has no recent exams reported.
Contact Info for Patrick C. Graver
Phone Number: 7177156741
Registered State(s):
  • PA
Current Firm Details
Center Stage Planning LLC
Firm's CRD Number: 330460
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

PA

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