Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evangeline? Claim Your ProfileEvangeline Patel is a registered representative with PFS Investments Inc. Evangeline has been in the securities industry since November 2018. Evangeline is licensed in California and holds the Series 6, Series 63, and SIE licenses. Evangeline is also a licensed investment advisor representative. PFS Investments Inc. is a financial services firm that provides investment advisory and brokerage services to individuals, families, and businesses.
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.
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CA
11/07/2018 - Present
PFS Investments Inc. (COVINA CA)
BC
Issued 05/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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