Unclaimed
Roslyn Wilenchik has been in the financial services industry for over 20 years. Roslyn is currently registered with PFS Investments Inc. and is licensed to provide financial advice in New York. Roslyn has held previous roles with Primerica Financial Services and Jewish Voice. Roslyn is a Series 6, Series 63, and SIE licensed advisor. Roslyn's areas of expertise include investment company products, variable contracts and securities.
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
NY
08/03/2021 - Present
PFS Investments Inc. (FARMINGDALE NY)
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roslyn Wilenchik is the right advisor for you? Invested Better is here to help.