Unclaimed
Patricia Jean Strasser is a financial professional with over 20 years of experience in the industry. Patricia is a registered representative with PFS Investments Inc. She is licensed to sell securities in New York and Minnesota. Patricia specializes in investment company products and variable contracts. She holds the Series 6, Series 63 and SIE licenses.
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
NY
11/19/2003 - Present
PFS Investments Inc. (LATHAM NY)
BC
Issued 12/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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