Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aneeko? Claim Your ProfileAneeko Dowell Tomas is a financial advisor who has been in the industry since 2007. Aneeko is currently registered with PFS Investments Inc. and is licensed in Alabama. Aneeko specializes in providing investment advice to individuals. Aneeko holds the Series 6, Series 26, and Series 63 licenses and has passed the SIE exam.
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
AL
11/28/2007 - Present
PFS Investments Inc. (MOBILE AL)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aneeko Tomas is the right advisor for you? Invested Better is here to help.
