Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Limone? Claim Your ProfileLimone Morales is a financial advisor at PFS Investments Inc. Limone has been a registered representative for over 4 years and is licensed in several states including Florida, Colorado, New Mexico, and Texas. Limone is also a registered investment advisor in Florida. Limone provides financial advice to individuals and businesses. Limone has experience in portfolio management and offers financial planning services.
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
05/09/2024 - Present
PFS Investments Inc. (ROCKLEDGE FL)
FL
06/03/2020 - 12/31/2021
PFS INVESTMENTS INC. (ROCKLEDGE FL)
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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