Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sameer? Claim Your ProfileSameer Solanki is a financial advisor registered with PFS Investments Inc. based in MIDDLESEX, NJ. Sameer has been in the industry since 2020 and has held registrations in multiple states including Maryland, New Jersey, New York, and Texas. Sameer is licensed to offer investment company products and variable contracts and has earned the Series 63, Series 6TO, and SIE licenses. Sameer has experience providing portfolio management services for individuals and works with clients of various backgrounds, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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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NJ
09/28/2020 - Present
PFS Investments Inc. (MIDDLESEX NJ)
BC
Issued 07/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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