Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleen? Claim Your ProfileColeen Hamilton is a financial advisor who has been in the industry since 2013. Coleen is registered with the state of New York and Texas and has her Series 6, SIE, and Series 63 licenses. Coleen works with PFS Investments Inc. and is located in Valley Stream, NY. PFS Investments Inc. provides financial advisory services to individuals, corporations, and charitable organizations. Coleen specializes in providing investment advice and portfolio management services.
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
01/29/2013 - Present
PFS Investments Inc. (VALLEY STREAM NY)
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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