Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lynn Bordieri is a registered representative with PFS Investments Inc., with over 20 years of experience in the financial services industry. Carol has been with PFS Investments Inc. since February 2003. Carol holds the Series 6, Series 63, Series 26, and SIE licenses. Carol is registered to provide securities advice in Connecticut, Florida, Georgia, Maine, Massachusetts, New York, North Carolina, Rhode Island, and Texas.
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
RI
02/24/2003 - Present
PFS Investments Inc. (JOHNSTON RI)
BC
Issued 03/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carol Bordieri is the right advisor for you? Invested Better is here to help.
