Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Palacios is a financial professional with experience in the securities industry. Patricia is registered with PFS Investments Inc. and holds the Series 63, 6TO, and SIE licenses. Patricia has been in the industry for over 2 years. She is currently licensed in Oregon and Washington and works out of the Torrance, California office.
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
04/23/2022 - Present
PFS Investments Inc. (TORRANCE CA)
BC
Issued 02/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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