Unclaimed
Cristian Patino is a financial professional with PFS Investments Inc. Cristian has been in the industry since December 15, 2017. Cristian is registered with the state of California, Florida, New York, North Carolina, and Rhode Island, and has passed the Series 63, SIE and Series 6 exams.
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
NC
01/12/2023 - Present
PFS Investments Inc. (RALEIGH NC)
NC
12/05/2017 - 12/31/2022
PFS INVESTMENTS INC. (RALEIGH NC)
BC
Issued 02/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cristian Patino is the right advisor for you? Invested Better is here to help.