Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Louise Wogerman is a registered representative with PFS Investments Inc. Patricia has been in the securities industry for 11 years. Patricia offers portfolio management for individuals and also sells investment-related products part-time for companies affiliated with PFS Investments Inc. Patricia also receives non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services. Patricia is a licensed representative in the state of Ohio.
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
OH
12/20/2011 - Present
PFS Investments Inc. (DUBLIN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Wogerman is the right advisor for you? Invested Better is here to help.
