Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Perezortiz is an active investment professional with PFS Investments Inc. based in Orlando, Florida. Rosa is registered with the state of Florida and holds Series 6TO and SIE licenses. Rosa is dedicated to providing individual portfolio management services for clients in the area.
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
FL
06/11/2024 - Present
PFS Investments Inc. (ORLANDO FL)
BC
Issued 06/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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