Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Silva is a financial advisor with PFS Investments Inc., with over 30 years of experience in the industry. She is a Registered Representative and Investment Advisor Representative licensed in Florida, Georgia, Louisiana, Massachusetts, New York, Oklahoma, and Texas. Helena is dedicated to providing comprehensive financial solutions, including portfolio management and investment advice to individuals and businesses.
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
MA
09/08/2021 - Present
PFS Investments Inc. (MILTON MA)
IA
Issued 06/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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