Unclaimed
Evelyn Natividad Vinculado is a financial advisor registered with PFS Investments Inc. Evelyn has been in the industry since 2007. Her registration is currently active with the state of New Jersey. Evelyn is a licensed Series 6 and Series 63 representative, and has passed the Securities Industry Essentials Examination (SIE). Her experience is focused on portfolio management for individuals. Evelyn's firm, PFS Investments Inc., is a well-established firm headquartered in Duluth, Georgia. The firm focuses on providing investment management services and has a wide range of experience working with individuals, high-net-worth individuals, charitable organizations, and corporations.
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
03/01/2007 - Present
PFS Investments Inc. (UNION NJ)
BC
Issued 11/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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