Unclaimed
Sequora Alexis Werner is a financial advisor with PFS Investments Inc. with a focus on providing portfolio management for individuals. Sequora Alexis Werner holds a Series 63, Series 6TO, and SIE licenses. Sequora Alexis Werner is registered in both Pennsylvania and Virginia.
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
PA
06/27/2023 - Present
PFS Investments Inc. (QUAKERTOWN PA)
BC
Issued 09/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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