Unclaimed
Roseanna Farchione is a financial professional with over 35 years of experience in the industry. Roseanna has been registered with PFS Investments Inc. since 1985. She is a licensed representative in 13 states. Roseanna has passed a number of exams including Series 6, Series 63, Series 26 and the SIE. Roseanna specializes in providing portfolio management services for individuals. PFS Investments Inc. is a well-established financial firm offering a wide range of services to individuals, businesses, and charitable organizations. The firm's mission is to provide clients with personalized financial advice and investment strategies tailored to their individual needs.
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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MI
12/19/1985 - Present
PFS Investments Inc. (FARMINGTON HILLS MI)
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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