Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patton? Claim Your ProfilePatton Estes Carter is a financial professional with over 13 years of experience in the financial services industry. Patton is currently registered with PFS Investments Inc. and is licensed to provide investment advice in Mississippi. Patton's expertise includes Investment Company Products/Variable Contracts Representative Examination, and Securities Industry Essentials Examination, as well as Uniform Securities Agent State Law Examination.
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
MS
01/22/2018 - Present
PFS Investments Inc. (FLOWOOD MS)
MS
06/25/2015 - 12/31/2015
PFS INVESTMENTS INC. (FLOWOOD MS)
GA
01/23/2002 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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