Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juanita? Claim Your ProfileJuanita T. Jackman is an investment professional with over four years of experience in the financial services industry. Juanita is registered with PFS Investments Inc. and is licensed in several states, including New York, Connecticut, Florida, Georgia, Maryland, New Jersey, North Carolina, Pennsylvania, and Texas. Juanita is a Series 63, Series 6TO, Series 26, and SIE licensed professional. Juanita is experienced in providing investment advice and portfolio management for individuals and businesses.
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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NY
01/05/2024 - Present
PFS Investments Inc. (ROSEDALE NY)
NY
03/05/2019 - 12/31/2023
PFS INVESTMENTS INC. (ROSEDALE NY)
BC
Issued 07/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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