Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Jefferson is a financial advisor who has been in the industry for over 1 year. She is currently registered with PFS Investments Inc., and is licensed to operate in California and New York. Linda Jefferson holds Series 6, 63 and SIE licenses. Linda Jefferson specializes in investment company products and has worked at PFS Investments Inc. since October 2021. Linda Jefferson has over 45,835 clients and manages $7,259,609,403 in assets.
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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CA
10/08/2021 - Present
PFS Investments Inc. (SAN JOSE CA)
BC
Issued 01/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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