PS
Patricia Slocum
from Arborfi Advisors, LLC
Patricia Slocum is a financial advisor based in Michigan, Ann Arbor,
with 28 years of experience. Patricia currently works for
Arborfi Advisors, LLC.
Patricia maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
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Patricia Slocum works at Arborfi Advisors, LLC
Arborfi Advisors, LLC is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $94,260,797 of assets under management and employs about 2 people. Arborfi Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
2395 S Huron Pkwy, Suite 101, Ann Arbor, Michigan, 48104
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