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Rose Marie Verdin

PFS Investments Inc.

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About Rose Marie Verdin

Rose Marie Verdin is a financial advisor registered with PFS INVESTMENTS INC. Rose Marie is a Registered Representative and Investment Advisor Representative with over 19 years of experience in the industry. Rose Marie is a licensed agent in Louisiana. Rose Marie has completed the Series 6, 63, 65, and SIE exams. Rose Marie is also a Registered Principal for the Series 26 exam. Rose Marie is affiliated with Primerica Advisors.

Firm Information

Rose Verdin is currently registered with PFS Investments Inc.. Pfs Investments INC. is a Corporation registered as an investment advisor since 1981. They provide investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. They are headquartered in Duluth, Georgia and have over 3,500 licensed agents and investment advisor representatives across the United States. They manage over $8.4 billion in assets and participate in wrap fee programs.
PFS Investments Inc.

3200 RIDGELAKE DR

METAIRIE, LA 70002

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rose Verdin’s Registration & Firm History

LA

08/23/2023 - Present

PFS Investments Inc. (METAIRIE LA)

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Licenses & Designations

BC

Issued 7/17/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 8/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/11/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/1/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Rose Marie Verdin. Review regulatory record here.
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