Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Nelson is a financial advisor with PFS Investments Inc., a firm with 59808 client accounts and over 8 billion dollars in assets under management. Patricia has been in the financial industry since 2002 and has a Series 6, Series 63, and SIE license. Her specializations include the sale of Investment Company Products. Patricia is registered in Wisconsin and has served clients in the Appleton, WI area since 2012.
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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WI
04/22/2002 - Present
PFS Investments Inc. (APPLETON WI)
BC
Issued 04/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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