Unclaimed
Patricia Kenyatta Ingram is a financial professional with over nine years of experience in the industry. Patricia holds her Series 6, Series 26 and Series 63 licenses and has been registered with PFS Investments Inc. since 2013. Patricia is registered in California, Mississippi and Texas. She specializes in portfolio management for individuals.
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
CA
06/28/2013 - Present
PFS Investments Inc. (TORRANCE CA)
BC
Issued 07/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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