Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Rooney Gallegos is an active broker-dealer and registered representative who joined PFS Investments Inc. in December 2020. Patricia is a Series 63, Series 6TO, and SIE licensed professional. Patricia holds a registration in the state of Texas. PFS Investments Inc. is headquartered in Duluth, Georgia and serves individuals, corporations, and charitable organizations. PFS Investments Inc. is a registered investment advisor with assets under management totaling approximately $8.5 billion. The firm provides portfolio management for individuals, corporations, and charitable organizations.
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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TX
12/14/2020 - Present
PFS Investments Inc. (LAREDO TX)
BC
Issued 12/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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