Unclaimed
Patricia Thornton has been in the financial industry since 1985 and is currently registered with PFS Investments Inc. as an investment advisor representative in Texas. Patricia has experience providing financial advice to individuals, corporations, and charitable organizations. In addition to her investment advisory services, Patricia also offers a range of other services, including insurance, loan products, and home security. Patricia is committed to helping her clients achieve their financial goals.
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
TX
12/11/2017 - Present
PFS Investments Inc. (SAN MARCOS TX)
IA
Issued 12/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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