Unclaimed
Regina Madsen is a financial professional with over 9 years of experience in the industry. Regina is currently registered with PFS Investments Inc. and holds Series 6 and Series 63 licenses. Regina has extensive experience in providing investment advice to individuals. PFS Investments Inc. is a registered investment advisor with over 3500 employees and manages over $8 billion in assets.
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
NY
04/27/2015 - Present
PFS Investments Inc. (LATHAM NY)
BC
Issued 04/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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