Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iveliz? Claim Your ProfileIveliz Colon is a registered representative with pfs investments inc. Iveliz Colon has been in the industry since February 6, 2015. Iveliz Colon is currently registered in New York and Florida. Iveliz Colon specializes in investment company products/variable contracts. Iveliz Colon holds Series 6, Series 6TO, Series 63, Series 26, and SIE licenses.
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
07/11/2020 - Present
PFS Investments Inc. (NEW YORK NY)
GA
12/24/1997 - 05/27/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Iveliz Colon is the right advisor for you? Invested Better is here to help.
