Unclaimed
Amelinda Lozada is a financial professional with over 15 years of experience in the financial services industry. Amelinda is currently registered with PFS Investments Inc. and is licensed in both New Jersey and New York. Amelinda holds the Series 6, SIE and Series 63 licenses. Amelinda has a proven track record of providing financial advice to individuals, corporations, and charitable organizations.
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
NJ
06/28/2011 - Present
PFS Investments Inc. (WAYNE NJ)
NJ
03/30/2005 - 04/08/2011
PFS INVESTMENTS INC. (SADDLE BROOK NJ)
BC
Issued 10/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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