Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Elizabeth Castillo-trenn is a financial professional with PFS Investments Inc. Patricia has been in the financial industry since 2018. Patricia holds the Series 6 and SIE licenses. Patricia is registered with FINRA and the state of Florida, and Virginia. Patricia is associated with the Plantation, Florida branch office.
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
11/15/2018 - Present
PFS Investments Inc. (PLANTATION FL)
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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