Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pat? Claim Your ProfilePat David Holcombe is a registered representative and investment advisor representative with PFS Investments Inc. Pat has been in the financial services industry since 2009 and joined PFS Investments Inc. in 2017. Pat has a Series 6, Series 63, and Series 65 license. Pat specializes in portfolio management for individuals. In addition to PFS Investments Inc., Pat may receive non-investment related compensation from Primerica Client Services, Inc. for part-time referrals of home security and automation products.
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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2
GA
02/02/2023 - Present
PFS Investments Inc. (CANTON GA)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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