Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Marie Daulerio is a financial advisor with PFS Investments Inc. Kelly Marie Daulerio works with individuals, charitable organizations and corporations or other businesses. Kelly Marie Daulerio is also registered in Florida, New Jersey and Pennsylvania. Kelly Marie Daulerio has been in the financial industry for over 10 years. Prior to joining PFS Investments Inc., Kelly Marie Daulerio worked at Primerica Financial Services and Grant Thornton.
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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FL
11/26/2024 - Present
PFS Investments Inc. (PEMBROKE PINES FL)
BC
Issued 04/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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