Unclaimed
Rhonda Allen is a financial professional with over 10 years of experience in the financial services industry. She is currently registered as a Registered Representative and an Investment Adviser Representative with PFS Investments Inc., a firm with a national footprint, offering financial solutions to a diverse client base. Rhonda specializes in helping individuals and families reach their financial goals. She is also a Chartered Financial Consultant, a designation awarded to professionals who meet strict experience and education requirements.
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
WI
08/12/2021 - Present
PFS Investments Inc. (MADISON WI)
IA
Issued 07/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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