Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Marie Verdin is a financial advisor with PFS Investments Inc. Rose has been in the financial services industry for more than 16 years. Rose is registered to provide investment advice in Louisiana. Rose is also a registered representative in Louisiana and has passed the Series 6, SIE, and Series 26 exams. Rose may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (A co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home-related services.
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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LA
08/23/2023 - Present
PFS Investments Inc. (METAIRIE LA)
BC
Issued 07/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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