Unclaimed
Jessica Marrone is a financial professional registered with PFS Investments Inc. Jessica is licensed in five states, including Florida, Minnesota, New Jersey, New York, and Texas. Jessica has passed the Series 6, Series 63 and SIE exams. She is focused on providing individual portfolio management.
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
01/01/2019 - Present
PFS Investments Inc. (BONITA SPRINGS FL)
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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