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).

Current Firm Details
P.o. Box 592, York Harbor, ME 03911
http://www.pataneplanning.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $246,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Rozanna Patane Financial Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Rozanna Patane, financial advisor York Harbor ME
Rozanna Patane
CRD#: 4734136
York Harbor, ME
96
Wealthminder
score

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.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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