Unclaimed
Pascal George Lanotte is a financial advisor currently registered with Commonwealth Financial Network. Pascal has been in the financial industry since October 1992. Previously, Pascal was registered with Securities America, Inc. and Ameriprise Financial Services, Inc. Pascal is also a Certified Financial Planner. Pascal provides financial planning services to individuals, high-net-worth individuals, businesses, corporations, and charitable organizations. Pascal also offers portfolio management services, educational seminars, and publication of periodicals. Pascal is registered with the following states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Vermont, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
11/04/2024 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
09/16/2003 - 06/14/2024
SECURITIES AMERICA, INC. (JERICHO NY)
MN
10/13/1992 - 12/31/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/13/1992 - 12/31/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pascal Lanotte is the right advisor for you? Invested Better is here to help.