Unclaimed
Odette Thomas is a registered representative with PFS Investments Inc., based in Tampa, FL. Odette is a licensed securities professional with a Series 6 and Series 63 license and holds the SIE designation. Odette joined PFS Investments Inc. on 11/10/2009 and has over 13 years of experience in the financial services industry. Odette focuses on providing investment advice and portfolio management services to 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
11/10/2009 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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