Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Salvo is a financial advisor with PFS Investments Inc. Patricia has been in the financial services industry for over 20 years. Patricia has experience working with individuals, corporations and charitable organizations. Patricia is registered with the state of Texas as a Registered Investment Advisor.
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
TX
03/04/2016 - Present
PFS Investments Inc. (HOUSTON TX)
TX
07/04/2008 - 12/31/2011
PFS INVESTMENTS INC. (HOUSTON TX)
TX
09/24/2003 - 07/14/2006
IMS SECURITIES, INC. (HOUSTON TX)
IL
02/10/2003 - 07/31/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
06/26/2002 - 10/14/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
SC
07/17/2001 - 06/25/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
11/25/1998 - 07/26/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 12/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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