Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronnie? Claim Your ProfileRonnie Patry is a financial advisor with PFS Investments Inc. based in Plano, Texas. Ronnie is licensed in Connecticut and has been in the financial industry since December 2002. Ronnie holds the Series 6 and SIE securities licenses. Ronnie has experience with the financial planning and portfolio management of individuals.
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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TX
03/22/2011 - Present
PFS Investments Inc. (PLANO TX)
CT
09/13/2002 - 12/31/2010
PFS INVESTMENTS INC. (WALLINGFORD CT)
BC
Issued 09/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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