Unclaimed
Nikolas Noel Rodriguez is a registered representative with PFS Investments Inc. in TAMPA, FL. Nikolas has been in the securities industry since July 2, 2019. Nikolas has passed the Series 6TO and the SIE exams. Nikolas has also registered with the state of Florida. Nikolas is affiliated with PFS Investments Inc. and has been with the firm since July 3, 2019. PFS Investments Inc. is a Registered Investment Advisor and is headquartered in DULUTH, GA. The firm focuses on providing financial planning and portfolio management for individuals.
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
07/03/2019 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 07/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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