Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Patti is a financial advisor with PFS Investments Inc. Matthew is registered with FINRA and the states of Alabama, New York and Virginia. Matthew has passed the Series 6TO, Series 63, and SIE exams. Matthew has been in the industry since January 20, 2023. PFS Investments Inc. is based in Duluth, GA. The firm primarily provides portfolio management services to individuals and has $8.46 billion in assets under management.
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
VA
01/21/2023 - Present
PFS Investments Inc. (MANASSAS VA)
BC
Issued 03/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Patti is the right advisor for you? Invested Better is here to help.
