Unclaimed
Sileni Rodriguez is a financial advisor with PFS Investments Inc. based in Yonkers, NY. Sileni holds a Series 63 license, which means she can provide investment advice in New York. Sileni is also a Series 26 licensed principal. Sileni specializes in investment company products/variable contracts. Sileni's clients include high-net-worth individuals, corporations, and individuals.
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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2
NY
09/18/2020 - Present
PFS Investments Inc. (Yonkers NY)
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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