Rozanna Patane Financial Advisor
Rozanna Patane Financial Advisor (CRD# 121702) is a financial advisory firm headquartered in York Harbor, ME. They manage $41,207,271 in 167 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts167ACCOUNTS
Average Account Value$246,750
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Rozanna Patane (CRD# 4734136) is an Investment Advisor Representative working at Rozanna Patane Financial Advisor in York Harbor, ME and has over 24 years of experience in the finance industry. Rozanna Patane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.