Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you .phyllis? Claim Your ProfilePhyllis Verzosa is a registered representative with PFS Investments Inc., and has been in the securities industry since 1997. . Phyllis is licensed in Washington. PFS Investments Inc. is based in Duluth, GA and is registered with FINRA and has been in business since 1997. Their main focus is on providing portfolio management for 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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WA
06/27/2018 - Present
PFS Investments Inc. (BURIEN WA)
WA
05/13/1997 - 04/18/2018
PFS INVESTMENTS INC. (KENT WA)
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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