Unclaimed
Patrice E Gentile is a registered representative with Landaas & Co. Patrice has been in the industry since August 29, 2024 and holds the Series 7TO and SIE licenses. Landaas & Co. provides financial planning, portfolio management, and consultation services to individuals, businesses, and charitable organizations. They have $1 to $10 billion in assets under management and a strong focus on helping clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
A percentage of the total value of assets under management is charged.
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2
WI
11/20/2024 - Present
Landaas & Co. (MILWAUKEE WI)
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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