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Haydee Rosado leon

PFS Investments Inc.

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About Haydee Rosado leon

Haydee Rosado leon is a financial advisor associated with PFS Investments Inc. Haydee Rosado leon is registered in Puerto Rico and Florida and has been in the industry since September 2013. Haydee Rosado leon has passed the Series 6, Series 26, and SIE exams. Haydee Rosado leon has specialized in the Investment Company Products/Variable Contracts category.

Firm Information

Haydee Rosado leon is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Haydee Rosado leon’s Registration & Firm History

PR

09/04/2013 - Present

PFS Investments Inc. (GUAYNABO PR)

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Licenses & Designations

BC

Issued 07/12/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Haydee Rosado leon. Review regulatory record here.
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