Unclaimed
Patricia Schechter is a financial advisor with PFS Investments Inc. Patricia has been in the financial services industry since August 2, 1995. Patricia is registered with FINRA and holds the Series 6, 26 and 63 licenses as well as the SIE exam. Patricia has been registered with the state of New Jersey since August 16, 1995 and is currently registered in 21 states. Patricia's current employment with PFS Investments Inc. began on August 3, 1995 and is based out of their Mountain Lakes, NJ office.
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
NJ
08/03/1995 - Present
PFS Investments Inc. (MOUNTAIN LAKES NJ)
BC
Issued 08/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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