Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Russell Ward is a financial advisor with PFS Investments Inc. He has been working in the financial industry since November 10, 2015. Patrick Russell Ward is registered with the state of New York and Florida. He specializes in Investment Company Products/Variable Contracts. He has passed the Series 6, Series 63, Series 26, and SIE exams. Patrick Russell Ward currently works out of the Clifton Park, NY branch office.
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.
1
2
NY
01/29/2019 - Present
PFS Investments Inc. (CLIFTON PARK NY)
NY
12/17/2018 - 12/31/2018
PFS INVESTMENTS INC. (ALBANY NY)
GA
10/29/2001 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Ward is the right advisor for you? Invested Better is here to help.
