Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delise? Claim Your ProfileDelise Whitfield is a financial professional registered with PFS Investments Inc. and has been working in the industry since 2021. Delise specializes in investment company products and has a Series 63, 6TO, 26 and SIE license. Delise is a registered representative in California, Georgia, Massachusetts, Missouri, New York and North Carolina.
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
NY
05/12/2021 - Present
PFS Investments Inc. (ROCHESTER NY)
BC
Issued 05/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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