Unclaimed
Patricia Bryant has been in the financial services industry since 1986. Patricia is currently a registered representative with PFS Investments Inc., a firm with a total of 3510 licensed agents and 3515 investment advisor representatives. The firm is a registered investment advisor with 59808 accounts under management and is primarily focused on providing portfolio management for individuals. Patricia is licensed to provide investment advice in Connecticut, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, South Carolina, and Virginia.
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
CT
11/05/1986 - Present
PFS Investments Inc. (MILFORD CT)
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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