Unclaimed
Patricia Elise Recio is an investment professional working with PFS Investments Inc. in Houston, TX. She has a Series 6TO, Series 63, and SIE license. Patricia Elise Recio has been in the industry for over one year.
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
08/19/2022 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 09/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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