Unclaimed
Patrick Verdon is a registered investment advisor representative with John Hancock Investment Management LLC. Patrick Verdon has been in the securities industry since November 2, 2012. Patrick Verdon has been with John Hancock Investment Management LLC since November 2018. Prior to that, Patrick Verdon was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AMERIPRISE FINANCIAL SERVICES, INC.. Patrick Verdon holds Series 66, 10, 9, SIE and 7 licenses. Patrick Verdon is registered to provide investment advisory services in the following states: Arizona, Colorado, Kansas, Massachusetts, Michigan, Nebraska, New Mexico, North Dakota, South Dakota, Texas, and Wyoming.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
MA
11/17/2021 - Present
John Hancock Investment Management LLC (BOSTON MA)
AZ
08/26/2013 - 07/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
NV
09/27/2012 - 07/25/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
BOTH
Issued 10/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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