Unclaimed
Kerri Santasania is a financial professional with over 12 years of experience in the financial services industry. Kerri is currently registered with PFS Investments Inc. and holds Series 6, Series 26, and SIE licenses. Kerri is based out of the Tampa, FL office of PFS Investments Inc., and has been registered in Florida and Maryland.
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
06/21/2016 - Present
PFS Investments Inc. (TAMPA FL)
GA
10/22/2002 - 02/07/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/21/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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