Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roma? Claim Your ProfileRoma Lydia Morris is a financial advisor with PFS Investments Inc., who has been working in the industry since December 1992. Roma is registered in New Jersey and Texas. Roma is a Series 6, Series 63 and SIE licensed representative. Roma's specialties include investment company products and variable contracts. Roma is located in EAST ORANGE, NJ, and works out of the PFS Investments Inc. branch office in EAST ORANGE, NJ.
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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NJ
02/03/1996 - Present
PFS Investments Inc. (EAST ORANGE NJ)
GA
11/03/1992 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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