Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Livia? Claim Your ProfileLivia Renata Patrick is a financial professional with PFS Investments Inc. Livia has been in the financial services industry since January 28, 2020 and is registered in Arizona, California, and Texas. Livia holds the Series 63, Series 6TO, and SIE licenses. Livia is dedicated to 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
TX
01/29/2020 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 03/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Livia Patrick is the right advisor for you? Invested Better is here to help.
