Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kole? Claim Your ProfileKole R. Sousa is a financial advisor with PFS Investments Inc., a company that provides portfolio management services to individuals, corporations, and charitable organizations. Kole is registered with the state of Arizona and holds Series 6, Series 26, and Series 63 licenses. Kole has been in the industry since 2009, has been with PFS Investments Inc. since June 2009, and specializes in investment company products and variable contracts.
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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AZ
06/29/2009 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 01/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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