Unclaimed
Erika Newsome-rodriguez is a financial professional with over 10 years of experience in the industry. Erika is a registered representative with PFS Investments Inc. and holds the Series 6, Series 6TO, Series 26, and Series 63 licenses. Erika's primary focus is on providing investment advice to individuals. Erika is currently located at the PFS Investments Inc. office in FARMINGDALE, NY.
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
NY
12/26/2019 - Present
PFS Investments Inc. (FARMINGDALE NY)
NY
05/08/2015 - 12/31/2015
PFS INVESTMENTS INC. (OAKDALE NY)
NY
11/28/2012 - 11/20/2014
PFS INVESTMENTS INC. (OAKDALE NY)
NY
04/22/2011 - 12/31/2011
PFS INVESTMENTS INC. (OAKDALE NY)
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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