Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Fitzpatrick is a financial advisor with PFS Investments Inc. in MARGATE, Florida. Gregory has been in the industry since 1974. Gregory is registered with FINRA and the state of Florida. Gregory has passed the Series 1, 6, 7, 26 and 63 exams. PFS Investments Inc. is a Registered Investment Advisor specializing in providing portfolio management for individuals.
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
FL
01/14/1982 - Present
PFS Investments Inc. (MARGATE FL)
NA
03/17/1981 - 10/29/1981
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/13/1977 - 01/31/1981
WESTAMERICA FINANCIAL CORPORATION
NA
05/03/1974 - 06/12/1977
WADDELL & REED, INC.
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Fitzpatrick is the right advisor for you? Invested Better is here to help.
