Unclaimed
Althea Anderson is a financial professional with over a decade of experience in the industry. Althea has been registered with PFS Investments Inc. since September 4, 2012, and has held previous positions with the firm. Althea has a strong educational background in the field, having passed the Series 6, Series 63 and SIE exams. Althea specializes in providing portfolio management services for individuals and holds licenses in New York and New Jersey.
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.
1
2
NY
09/04/2012 - Present
PFS Investments Inc. (MT VERNON NY)
NY
10/18/2010 - 12/31/2011
PFS INVESTMENTS INC. (MOUNT VERNON NY)
NY
05/20/2009 - 12/31/2009
PFS INVESTMENTS INC. (MOUNT VERNON NY)
BC
Issued 03/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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