Unclaimed
Jacqueline Elise Dheere is a registered representative of PFS Investments Inc., with over 10 years of experience in the financial services industry. Jacqueline has been affiliated with PFS Investments Inc. since 2013, and is currently registered with the state of Florida. Jacqueline also holds Series 6, 63, 26 and SIE licenses, and has earned the Uniform Investment Adviser Law Examination certification.
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
FL
09/24/2024 - Present
PFS Investments Inc. (VERO BEACH FL)
FL
06/27/2013 - 12/31/2023
PFS INVESTMENTS INC. (VERO BEACH FL)
IA
Issued 01/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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