Unclaimed
Refie Useni is a financial advisor associated with PFS Investments Inc. based in DES PLAINES, IL. Refie is a registered representative with FINRA and holds the Series 6, Series 63 and SIE licenses. Refie is also registered in the state of Illinois and Wisconsin, indicating their commitment to serving clients in those areas. Refie's experience includes working for PFS Investments Inc. in various roles, demonstrating their expertise in the financial services industry. Refie is focused on helping individuals and corporations achieve their financial goals.
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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2
IL
01/10/2017 - Present
PFS Investments Inc. (DES PLAINES IL)
IL
11/04/2016 - 12/23/2016
PFS INVESTMENTS INC. (DES PLAINES IL)
IL
07/18/2011 - 12/31/2012
PFS INVESTMENTS INC. (DES PLAINES IL)
BC
Issued 02/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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