Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wade Zanone is a financial advisor with Folger Nolan Fleming Douglas Inc. Patrick has been in the financial services industry since 1985. Patrick holds Series 6, 7, 9, 10, 24, 63, and 66 securities licenses. Patrick is registered to provide investment advice in the District of Columbia, Maryland, and Virginia. Patrick has experience working with clients of all types including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
Recommend wrap fee management programs of other registered investment 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.
A percentage of the total value of assets under management is charged.
1
2
DC
06/13/2003 - Present
Folger Nolan Fleming Douglas Inc. (WASHINGTON DC)
NA
02/19/1987 - 03/19/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
03/07/1985 - 02/11/1987
FIDELITY DISTRIBUTORS CORPORATION
BOTH
Issued 07/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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