Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Rossi is a financial advisor with PFS Investments Inc. Rebecca has been in the industry since 1999 and holds the Series 6, Series 26, and Series 63 licenses. Rebecca has a proven track record of success in helping clients achieve their financial goals. Rebecca has a strong understanding of the financial markets and is dedicated to providing her clients with personalized financial advice.
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
01/15/2022 - Present
PFS Investments Inc. (VENTURA CA)
CA
01/03/2007 - 12/31/2021
PFS INVESTMENTS INC. (VENTURA CA)
GA
05/05/1999 - 10/10/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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