Unclaimed
Patricia Ramirez is a Financial Advisor with PFS Investments Inc. Patricia is located in Miami Lakes, FL and is licensed to sell securities in Florida. Patricia has been in the securities industry for over 2 years. Patricia is a Series 6TO and SIE licensed representative.
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
FL
06/08/2023 - Present
PFS Investments Inc. (MIAMI LAKES FL)
NY
07/18/2022 - 01/26/2023
PFS INVESTMENTS INC. (BELLEROSE NY)
BC
Issued 07/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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