Unclaimed
Andrea Magdalena Rosario is a financial advisor with PFS Investments Inc. Andrea is registered with the state of Florida. Andrea has been in the securities industry since April 2016. Andrea has passed the Series 6 and Series 63 exams. Andrea is located in Tequesta, Florida.
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
FL
04/13/2016 - Present
PFS Investments Inc. (TEQUESTA FL)
BC
Issued 05/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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