Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vincent Patrick is an investment advisor representative with PFS Investments Inc. located in STRONGSVILLE, OH. Paul has been in the securities industry for over 27 years. Paul holds a Series 6, Series 26, and Series 63 license. Paul is a registered investment advisor in the state of Ohio. Paul also sells investment-related products for companies affiliated with PFS Investments Inc. and may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products.
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
OH
10/28/2011 - Present
PFS Investments Inc. (STRONGSVILLE OH)
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Patrick is the right advisor for you? Invested Better is here to help.
