Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunit? Claim Your ProfileSunit Patel is an investment advisor representative with PFS Investments Inc. Sunit has been in the financial services industry since 2006 and holds licenses in a number of states. Sunit has also passed the Series 6, Series 26, Series 63, and Series 65 exams. Sunit's current firm, PFS Investments Inc. is based in Duluth, Georgia and is a broker-dealer and investment advisor that provides financial services to 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.
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NJ
04/14/2022 - Present
PFS Investments Inc. (Edison NJ)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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