Unclaimed
Patrick Alan Buckles is a registered representative at PFS Investments Inc. Patrick has been in the industry for a little over a year. Patrick is licensed in Florida, Georgia, Minnesota, North Carolina, Ohio, Texas, Virginia, and Wisconsin. Patrick specializes in investment company products and variable contracts. Patrick has passed the Series 63, Series 26 and Series 6TO exams. Patrick is also a registered representative with FINRA.
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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NC
10/31/2022 - Present
PFS Investments Inc. (Southern Pines NC)
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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