Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noel? Claim Your ProfileNoel Renee Rodriguez is a financial professional registered with PFS Investments Inc. Noel has been in the securities industry since January 10, 2022. Noel is registered to offer securities in California. Noel holds the Series 63, Series 6TO and SIE licenses. Noel is located in Modesto, CA and has been associated with PFS Investments Inc. since March 29, 2021.
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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CA
10/16/2023 - Present
PFS Investments Inc. (MODESTO CA)
CA
03/29/2021 - 12/31/2022
PFS INVESTMENTS INC. (MODESTO CA)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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