Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Vanaman is a financial professional with over 39 years of experience in the industry. Patricia is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2008. Patricia has held a Series 6, Series 7, Series 26, and Series 63 license. Patricia is also registered in Florida, Kentucky, North Carolina, and Washington. Prior to her current role, Patricia was employed by Robert W. Baird & Co. Incorporated from 1997 to 2002.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
KY
07/11/1983 - Present
Northwestern Mutual Investment Services, LLC (LEXINGTON KY)
WI
06/13/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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