Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Patterson is a financial advisor with PFS Investments Inc., based in WESTMINSTER, CO. Patrick has been in the industry since 1983 and is licensed to provide financial advice in 13 states. Patrick is registered with FINRA and has a Series 6, Series 26, and Series 63 license. Patrick specializes in portfolio management for individuals.
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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CO
01/03/2005 - Present
PFS Investments Inc. (WESTMINSTER CO)
GA
03/04/1983 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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