Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Logan is a licensed securities agent who is registered with the state of New Jersey and New York. Patrick joined PFS Investments Inc. in February 2020, having passed the Series 63, Series 6TO and SIE exams. Patrick's current firm is headquartered in Duluth, Georgia, and manages over $8 Billion in assets. PFS Investments Inc. provides financial and investment advice to individuals and businesses.
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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NJ
02/25/2020 - Present
PFS Investments Inc. (EDISON NJ)
BC
Issued 07/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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