Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leticia? Claim Your ProfileLeticia Whartonsantiago is a financial advisor with PFS Investments Inc. Leticia has been in the financial services industry since July 1998. Leticia is licensed in New Jersey and New York. Leticia has a Series 6, Series 63, and SIE licenses. Leticia works with individuals, corporations and charitable organizations. Leticia can offer services such as portfolio management.
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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NJ
07/14/1998 - Present
PFS Investments Inc. (EDISON NJ)
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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