Unclaimed
Nicole Lifaite is a registered representative with PFS Investments Inc. located in NORTH PALM BEACH, FL. Nicole has been in the industry since 2012. Nicole is licensed to conduct business in Florida. Nicole has passed the Securities Industry Essentials Examination, Investment Company Products/Variable Contracts Representative Examination and Investment Company Products/Variable Contracts Representative Examination.
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
01/06/2020 - Present
PFS Investments Inc. (NORTH PALM BEACH FL)
FL
12/03/2019 - 12/31/2019
PFS INVESTMENTS INC. (NORTH PALM BEACH FL)
FL
01/01/2011 - 12/06/2017
PFS INVESTMENTS INC. (NORTH PALM BEACH FL)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole Lifaite is the right advisor for you? Invested Better is here to help.