Unclaimed
Patrick Thomas Franckhauser is a financial advisor who has been working in the industry since October 1992. Patrick is registered with the state of Texas as an Investment Advisor Representative (IAR) and as a Broker/Dealer (BD). Patrick is a Registered Representative with PFS Investments Inc. Patrick works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Patrick provides financial planning services, portfolio management services, and other investment-related services to clients.
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
TX
08/08/2011 - Present
PFS Investments Inc. (DALLAS TX)
IA
Issued 06/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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