Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Marcelin is a registered representative at PFS Investments Inc. Patrick has been in the securities industry since November 2022. Patrick is registered in Delaware and Maryland. Patrick has passed the Series 6TO, Series 63 and Series 26 exams. Patrick holds the SIE certification.
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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2
FL
11/18/2022 - Present
PFS Investments Inc. (POMPANO BEACH FL)
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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