Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nalini? Claim Your ProfileNalini Kelly is an active investment advisor representative with PFS Investments Inc. Nalini has been in the industry since March 2002. Nalini is registered in Arizona, California, Idaho, New Jersey, New York, Pennsylvania, and Texas. Nalini also provides services for Primerica Mortgage, LLC and Primerica Client Services, Inc. Nalini has a broad range of experience and expertise, including investment-related products, loan products, and home security and automation products. Nalini is committed to providing her clients with the highest quality of service and expertise.
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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2
NJ
01/11/2019 - Present
PFS Investments Inc. (PARAMUS NJ)
IA
Issued 01/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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