Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adeline? Claim Your ProfileAdeline Thomas is an investment advisor representative at PFS Investments Inc. Adeline has been in the securities industry for 2 years. Adeline is registered with FINRA and is licensed to sell securities in Florida. Adeline has passed the Series 6TO, SIE and Series 26 exams. Adeline specializes in investment company products/variable contracts. PFS Investments Inc. is an investment advisor that provides portfolio management services for individuals. The firm has approximately $8.5 billion in assets under management.
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
FL
01/20/2022 - Present
PFS Investments Inc. (FORT LAUDERDALE FL)
BC
Issued 05/06/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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