Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Del rosario is an active advisor with PFS Investments Inc., a firm that manages over $8 billion in client assets. Samantha has been in the industry since May 2018 and is licensed in both Hawaii and Illinois. She has a variety of certifications, including Series 6, 63, and 26. Samantha specializes in helping individuals with their financial planning and investment 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.
1
2
HI
05/21/2018 - Present
PFS Investments Inc. (WAIPAHU HI)
BC
Issued 06/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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