Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Schultz-desbonnes is a registered representative with pfs investments inc. She is licensed to provide investment advice in Florida. Charlotte has been in the financial industry for several years and has experience in providing investment advice and portfolio management to individuals. Charlotte is a Series 6TO and SIE licensed representative.
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
FL
01/09/2023 - Present
PFS Investments Inc. (HIALEAH GARDENS FL)
FL
11/02/2020 - 12/31/2022
PFS INVESTMENTS INC. (HIALEAH GARDENS FL)
BC
Issued 11/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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