Unclaimed
Patricia Carolina Garcia morillo is a licensed Registered Representative and Investment Advisor Representative in the state of Florida. Patricia has been in the securities industry for over 2 years and is currently employed by PFS Investments Inc. Patricia is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Her specialties include Series 6TO and SIE. Patricia is located in Miami, Florida at the PFS Investments Inc. branch office at 7955 NW 12TH ST, STE 200-H, DORAL, FL 33126. PFS Investments Inc. is a firm that provides investment advisory and brokerage services to a range of clients including individuals, corporations, and charitable organizations.
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
FL
09/22/2022 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 09/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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