Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Patno is an experienced financial professional with over 25 years in the industry. Jean has a diverse background working with clients in Vermont and California. Jean is currently registered with Equity Services, Inc., in Colchester, Vermont. Previously, Jean worked with LPL Financial LLC and Equity Services, Inc. in various locations in Vermont. Jean is dedicated to providing personalized financial advice and guidance to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
05/07/2024 - Present
Equity Services, Inc. (COLCHESTER VT)
CA
02/27/2019 - 05/02/2024
LPL FINANCIAL LLC (SAN DIEGO CA)
VT
12/17/2010 - 09/11/2017
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
04/02/2009 - 12/23/2010
LPL FINANCIAL CORPORATION (BARRE VT)
VT
09/19/2000 - 04/03/2009
EQUITY SERVICES, INC. (BARRE VT)
VT
04/29/1999 - 07/31/2006
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
VT
12/05/1995 - 07/11/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
05/16/1995 - 12/05/1995
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 05/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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