Unclaimed
Romane Desir is a financial advisor with PFS Investments Inc., a registered investment advisor. Romane has been in the financial services industry since 2011. Romane is registered in New Jersey and Pennsylvania.
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.
1
2
NH
08/03/2011 - Present
PFS Investments Inc. (NASHUA NH)
BC
Issued 09/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Romane Desir is the right advisor for you? Invested Better is here to help.