Unclaimed
Monecia Caston is a registered representative with PFS Investments Inc. and has been in the financial industry since 2017. Monecia holds licenses in Series 6, SIE, and 63 exams, as well as a Series 26 principal license. Monecia specializes in providing portfolio management services to individuals and is licensed in Arkansas, Mississippi, Tennessee, and Texas.
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
MS
05/18/2017 - Present
PFS Investments Inc. (SOUTHAVEN MS)
BC
Issued 02/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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