Unclaimed
Madeline Morales is a registered representative with PFS Investments Inc. Madeline is registered to provide investment advice in Florida and has been in the industry since November 23, 2002. Madeline is licensed to provide investment advice in the state of Florida and is also registered with FINRA. Madeline has passed the SIE, Series 6, Series 63, and Series 65 exams. PFS Investments Inc. is a Registered Investment Advisor with offices in Duluth, GA, and Sunrise, FL.
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
10/14/2020 - Present
PFS Investments Inc. (SUNRISE FL)
FL
09/25/2002 - 12/31/2010
PFS INVESTMENTS INC. (MARGATE FL)
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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