Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adanlys? Claim Your ProfileAdanlys Santos -pichardo is a financial advisor currently registered with PFS Investments Inc. Adanlys has been in the industry since August 2015, holding various licenses, including Series 6 and Series 63. Adanlys has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. PFS Investments Inc. is a financial firm that offers a variety of investment advisory services, including portfolio management for individuals and high-net-worth individuals. Adanlys is located in Farmingdale, New York, and has a long history of helping clients achieve their financial goals.
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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2
NY
08/03/2021 - Present
PFS Investments Inc. (FARMINGDALE NY)
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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