Unclaimed
John Patnaude is a financial advisor with Alliancebernstein LP. John has been in the financial industry since November 1996. John has held previous positions with Wilmington Brokerage Services Company, First Fund Distributors, Inc., and Midvale Securities Corporation. John has a wide range of experience in the financial industry, including experience in portfolio management, financial planning, and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
05/03/2013 - Present
Alliancebernstein LP (SEATTLE WA)
DE
11/27/2000 - 07/25/2005
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
AZ
03/27/1997 - 10/12/2000
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NA
08/26/1996 - 08/08/1997
MIDVALE SECURITIES CORPORATION
BOTH
Issued 09/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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