Unclaimed
Charles Edward Patterson is a financial advisor registered with PFS Investments Inc. in Morrow, GA. Charles has been in the financial services industry since 1995 and holds the Series 6, 26 and 63 licenses. He is registered to provide securities-related services in Alabama, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, North Carolina, Rhode Island, South Carolina, Texas and Virginia. Charles has a strong track record of helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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
GA
08/04/1995 - Present
PFS Investments Inc. (MORROW GA)
BC
Issued 05/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Patterson is the right advisor for you? Invested Better is here to help.