Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lavonne? Claim Your ProfileLavonne Nicole Patterson is a financial advisor who has been active in the industry since 2017. Lavonne has a Series 7, Series 66 and SIE license. Lavonne is currently registered with Edelman Financial Engines in Arizona, Maryland and Texas. Prior to working with Edelman Financial Engines, Lavonne worked with Morgan Stanley in Maryland. Lavonne has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Lavonne specializes in providing financial planning, portfolio management, and retirement planning 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
12/01/2021 - Present
Edelman Financial Engines (ROCKVILLE MD)
MD
09/12/2017 - 05/21/2019
MORGAN STANLEY (POTOMAC MD)
BOTH
Issued 11/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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