Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Rodriguez Jessen is a financial professional with over a decade of experience in the industry. Elizabeth is a registered representative with PFS Investments Inc., and holds licenses for Series 6, Series 26, and Series 63. Elizabeth is registered with the state of Texas and 10 other states. Elizabeth specializes in individual portfolio management and has a proven track record of providing customized financial solutions to help clients achieve their financial goals.
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
01/06/2011 - Present
PFS Investments Inc. (BELTON TX)
BC
Issued 01/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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