Unclaimed
Jennifer Rosalyn Vanvliet is a financial professional registered in the states of Rhode Island and Virginia. Jennifer is associated with PFS Investments Inc., a firm with a focus on portfolio management for individuals. Jennifer has been in the financial industry since May 28, 2019. Jennifer holds the Series 63, 26 and 6TO licenses and the SIE exam.
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
05/29/2019 - Present
PFS Investments Inc. (FORT MYERS FL)
BC
Issued 07/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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