Unclaimed
Theresa Yvonne Rolle is a registered representative with PFS Investments Inc. and has been in the industry since March 11, 2007. Theresa is currently located in Davie, FL, working at the firm's branch office located at 3349 NORTH UNIVERSITY DR., STE. 1F, DAVIE, FL 33024. Theresa is registered to sell securities in Florida.
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
07/28/2009 - Present
PFS Investments Inc. (DAVIE FL)
GA
01/04/2008 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
04/19/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
04/26/2006 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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