Unclaimed
Ifreine Mertilus is a financial professional with over 30 years of experience in the industry. Ifreine has been registered with PFS Investments Inc. since 1993 and holds several licenses including Series 6, Series 26, and Series 63. Ifreine has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. Ifreine is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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
FL
09/10/1993 - Present
PFS Investments Inc. (DAVIE FL)
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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