Unclaimed
Edelys Serrano jiminez is a financial advisor with PFS Investments Inc., registered with the state of Florida. Edelys has a Series 63, Series 6TO, and SIE license. Edelys has been in the industry since July 2020 and has experience providing portfolio management services to individuals.
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.
1
2
FL
07/24/2020 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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