Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Renee Patrick is a registered representative with PFS Investments Inc. Cynthia has been in the industry since August 3, 1996, and has been registered with PFS Investments Inc. since January 20, 2012. Cynthia holds a Series 6 license and a Series 63 license, as well as the SIE exam. Cynthia is registered to conduct business in Delaware, Pennsylvania and Virginia.
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
DE
01/20/2012 - Present
PFS Investments Inc. (NEWARK DE)
DE
07/16/1996 - 12/31/2011
PFS INVESTMENTS INC. (NEWARK DE)
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Patrick is the right advisor for you? Invested Better is here to help.
