Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice Natasha Jean-philippe is a financial advisor with PFS Investments Inc. in Lincoln, Rhode Island. Patrice is also a licensed representative of Santander Securities LLC. Patrice has held several positions in the financial services industry. Patrice has passed exams for Series 6, Series 63 and SIE. Patrice is registered with the state of Rhode Island.
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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RI
01/28/2022 - Present
PFS Investments Inc. (LINCOLN RI)
RI
02/18/2019 - 12/31/2021
PFS INVESTMENTS INC. (PAWTUCKET RI)
RI
09/13/2013 - 03/09/2017
SANTANDER SECURITIES LLC (East Providence RI)
BC
Issued 12/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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