Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fontana is a financial advisor with over 20 years of experience in the financial services industry. Patrick is currently registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, 63, and 65. Patrick also holds the Series 3 designation. Patrick specializes in portfolio management for individuals, businesses, and pension consulting. Patrick also provides financial planning services. Patrick has a background in helping clients with a variety of financial needs, including retirement planning, investment management, and estate planning. Previously, Patrick was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
12/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
12/12/2008 - 12/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
07/21/2000 - 12/20/2008
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
IA
Issued 08/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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