Unclaimed
Philip Choiniere is a financial advisor who has been working in the industry since 1993. Philip is currently registered with PFS Investments Inc. in Massachusetts and is licensed to sell securities in Massachusetts, New Hampshire, Colorado, and South Carolina. Philip has passed the Series 6, SIE, and Series 63 exams and specializes in investment company products/variable contracts.
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
MA
04/26/1993 - Present
PFS Investments Inc. (LEOMINSTER MA)
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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