Unclaimed
Nelson Lima Linhares is an active Investment Advisor Representative and Registered Representative with PFS Investments Inc. based in New Bedford, Massachusetts. Nelson has been in the financial industry since April 2007. Nelson is licensed in Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and Texas. Nelson is also licensed to sell investment-related products for companies affiliated with PFS Investments Inc. Nelson may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products.
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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MA
03/12/2018 - Present
PFS Investments Inc. (NEW BEDFORD MA)
IA
Issued 01/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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