Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Montgomery-fox is a financial advisor with over 25 years of experience in the industry. Patricia is registered with PFS Investments Inc. and is licensed to offer investment advice and sell securities in several states, including Washington, California, Texas, North Dakota, and South Carolina.
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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WA
07/12/2004 - Present
PFS Investments Inc. (BURIEN WA)
GA
02/03/1995 - 12/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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