Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patsy? Claim Your ProfilePatsy Ricau is a registered investment advisor representative with PFS Investments Inc. Patsy has been in the financial services industry since October 1998. Patsy has a Series 6, Series 26 and Series 63 license. Patsy is registered in Florida, Louisiana and Mississippi. Patsy provides portfolio management for individuals. Patsy is also an insurance agent. Patsy is an active advisor with a good standing in the financial services industry.
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
LA
10/14/2013 - Present
PFS Investments Inc. (METAIRIE LA)
BC
Issued 11/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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