Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleen? Claim Your ProfileColeen Wilson is a financial advisor with PFS Investments Inc. Coleen has been in the industry since 2013 and is registered to provide investment advice in Connecticut, New Jersey, New York, Pennsylvania, and Virginia. Coleen holds a Series 6 license, a Series 63 license, and a SIE license.
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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TX
05/19/2016 - Present
PFS Investments Inc. (PLANO TX)
CT
03/22/2013 - 12/31/2015
PFS INVESTMENTS INC. (WALLINGFORD CT)
BC
Issued 04/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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