Joseph
Patneaude
Confidence Wealth Management, LLC
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About this Advisor
Joseph Patneaude is a financial advisor based in Palm Harbor, Florida, working with Confidence Wealth Management, LLC. Joseph has previously held positions at Calton & Associates, Inc, Pruco Securities LLC, Florida Luxury Realty, The Holland Group, Retirement Wealth Advisors, LLC, The Prudential Insurance Company Of America, Equitable Advisors, and Confidence Wealth Management. Joseph has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California, Florida, Nevada, and Texas. Currently, Joseph is part of Confidence Wealth Management, LLC, which operates out of Palm Harbor, Florida. The firm has 3 offices and 23 employees. The firm manages assets totaling $267.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Confidence Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Confidence Wealth Management, LLC Brokerage Details
$267,130,014
23
1,820
$146,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Patneaude Work History
Confidence Wealth Management
Equitable Advisors
Pruco Securities LLC
The Prudential Insurance Company Of America
The Holland Group, Retirement Wealth Advisors, LLC
Florida Luxury Realty
Calton & Associates, Inc
Disclosures
Please visit the SEC profile of Joseph Patneaude to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confidence Wealth Management, LLC
Henderson, NV
Torrance, CA
Palm Harbor, FL
Henderson, NV
Henderson, NV
Robinsville, NJ
Henderson, NV
Colorado Springs, CO
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