Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jacobeen is a financial advisor associated with PFS Investments Inc., registered with the state of Virginia. Patrick has a background in financial services, holding a Series 63 license since 2016 and more recently acquiring a Series 65 license in 2023. Patrick also holds a Series 26 license. Patrick's experience and certifications allow them to offer investment advisory services to a range of clients, including individuals, high-net-worth individuals, businesses, 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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VA
01/03/2024 - Present
PFS Investments Inc. (CHANTILLY VA)
IA
Issued 12/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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