Unclaimed
Doreen A Federico is an investment professional with over 17 years of experience in the financial services industry. Doreen is currently registered with PFS Investments Inc. and holds Series 6, 26 and 63 licenses as well as the SIE exam. Doreen is also registered in eight states including Massachusetts, Maine, Rhode Island, Connecticut, Georgia, Texas, Vermont, and Virginia.
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
MA
09/20/2005 - Present
PFS Investments Inc. (FOXBORO MA)
BC
Issued 09/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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