Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Castolene is a financial advisor with PFS Investments Inc. Teresa has been in the industry since January 2004. Teresa is registered in Utah. Teresa's main office is located in Bountiful, Utah at 533 West 2600 South, Suite 130. Teresa has passed the Series 6, Series 26 and Series 63 exams, as well as the Securities Industry Essentials Examination. Teresa specializes in investment company products.
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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UT
01/26/2004 - Present
PFS Investments Inc. (BOUNTIFUL UT)
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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