Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacia? Claim Your ProfileStacia Patton-bowe is an investment advisor representative at PFS Investments Inc., where she has been employed since September 2014. Stacia is registered with the state of Massachusetts. Stacia has passed several industry exams including the Series 6, Series 26, Series 63 and Series 65 exams. Stacia Patton-bowe has experience in the financial services industry working with individuals, corporations and charitable organizations.
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
MA
09/22/2017 - Present
PFS Investments Inc. (MILLBURY MA)
IA
Issued 08/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stacia Patton-bowe is the right advisor for you? Invested Better is here to help.
