Unclaimed
Andrea Scott is a financial professional with experience in the financial services industry. Andrea has been a registered representative since 2020 and has held a Series 63, Series 65 and Series 6TO license since 2019. Andrea is currently registered with PFS Investments Inc. and is licensed to conduct business in New York and other states. Andrea has a wide range of experience, including investment-related products sales, real estate, and tax preparation.
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
11/29/2021 - Present
PFS Investments Inc. (CLIFTON PARK NY)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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