Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephany? Claim Your ProfileStephany Rodriguez is an investment professional who has been in the industry since July 4, 2014. She currently holds registrations with FINRA and the state of Florida. Stephany works at PFS Investments Inc. and is based in Palm Beach Gardens, Florida. Her area of specialization is in the field of Investment Company Products/Variable Contracts.
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
FL
01/26/2015 - Present
PFS Investments Inc. (PALM BEACH GARDENS FL)
FL
06/10/2014 - 12/31/2014
PFS INVESTMENTS INC. (LAKE WORTH FL)
BC
Issued 04/04/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephany Rodriguez is the right advisor for you? Invested Better is here to help.
