Unclaimed
Bernie Nunez is a financial professional with PFS Investments Inc. located in COPIAGUE, NY. Bernie has been in the industry since 2023. Bernie is a registered representative and investment advisor representative, holding Series 63, 6TO and SIE licenses. Bernie's professional focus is on individual clients.
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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NY
02/11/2023 - Present
PFS Investments Inc. (COPIAGUE NY)
BC
Issued 05/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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