Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Rivera is a financial advisor with PFS Investments Inc. Natalie has been working in the financial industry since 2002. Natalie is registered with the state of New Jersey and holds the Series 6, Series 63, and SIE licenses. Natalie specializes in helping individuals manage their portfolios. PFS Investments Inc. is a financial advisory firm with a history of providing financial planning and investment management services to individuals, corporations, and charitable organizations.
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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NJ
05/03/2017 - Present
PFS Investments Inc. (WAYNE NJ)
NJ
09/24/2012 - 12/31/2015
PFS INVESTMENTS INC. (WAYNE NJ)
GA
01/04/2008 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
10/27/1997 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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