Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia McKillican is a financial professional with PFS Investments Inc. Patricia is currently registered in Florida. Patricia specializes in providing investment advice to individual clients. Patricia has a Series 6TO and SIE licenses and has been in the financial industry since 2019.
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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FL
01/14/2022 - Present
PFS Investments Inc. (TEQUESTA FL)
FL
07/17/2020 - 12/31/2021
PFS INVESTMENTS INC. (WELLINGTON FL)
BC
Issued 07/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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