Unclaimed
Patrick McConico is a registered representative with PFS Investments Inc. Patrick is registered with the state of Alabama and is currently serving clients in the Mobile area. Patrick has been in the financial industry since October 2017 and has a Series 6, Series 26, and Series 63 license. Patrick specializes in providing 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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2
AL
10/17/2017 - Present
PFS Investments Inc. (MOBILE AL)
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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