Verified
Kelly Dessin is a financial advisor with over 7 years of experience in the industry. Kelly is currently registered with PFS Investments Inc.. Kelly has previously been registered with a variety of firms over their career. Kelly has passed the Series 6, Series 63, SIE exams. Kelly also holds the no known designation. Kelly specializes in 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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
02/26/2018 - Present
PFS Investments Inc. (VALLEY STREAM NY)
BC
Issued 03/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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