Unclaimed
Desiree Jewsbury is a registered representative with PFS Investments Inc., a firm that offers investment advisory services. Desiree has been in the industry since 2009, specializing in investment company products/variable contracts. She has worked with a wide range of clients, including individuals, corporations and charitable organizations. Desiree holds several licenses, including Series 6, Series 26, and Series 63, and has been registered in multiple states.
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
NJ
01/30/2009 - Present
PFS Investments Inc. (EDISON NJ)
BC
Issued 07/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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