Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Joann Aldridge is an investment advisor representative at PFS Investments Inc., a firm that provides investment advisory services to individuals, corporations, and charitable organizations. Patricia specializes in providing comprehensive financial planning services and portfolio management to help individuals reach their financial goals. Patricia has passed the Uniform Securities Agent State Law Examination (Series 63) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), as well as the Securities Industry Essentials Examination (SIE). Patricia has been registered with the Financial Industry Regulatory Authority (FINRA) and holds a current registration in California.
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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CA
03/16/2023 - Present
PFS Investments Inc. (SACRAMENTO CA)
BC
Issued 03/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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