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Soretta Patton

PFS Investments Inc.

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About Soretta Patton

Soretta Patton is a registered representative with PFS Investments Inc. Soretta is licensed in Illinois and is currently serving clients from the Orland Park, IL office. Soretta has been working in the financial industry since 2020 and has experience providing investment advice to individuals and businesses. PFS Investments Inc. is a financial services firm that provides investment advice and portfolio management services.

Firm Information

Soretta Patton is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Soretta Patton’s Registration & Firm History

IL

05/02/2023 - Present

PFS Investments Inc. (ORLAND PARK IL)

IL

07/04/2022 - 01/13/2023

PFS INVESTMENTS INC. (MATTESON IL)

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Licenses & Designations

BC

Issued 08/14/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Soretta Patton.
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