Gerard Patin, CFP
Magnolia Wealth Strategies
Certified Financial Planner in Metairie, LA
https://www.magnoliawealth.com/
Address:3838 N Causeway Blvd. Suite 3400
Metairie, LA 70002
About Gerard Patin
Gerard Patin is a financial professional at Magnolia Wealth Strategies located in Metairie, Louisiana. Gerard Patin holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Gerard Patin provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Gerard Patin3838 N Causeway Blvd. Suite 3400
Metairie, LA 70002
Phone Number:
Click to Show
Website:
https://www.magnoliawealth.com/
More Certified Financial Planners
Looking for a financial advisor located near Metairie, Louisiana? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.