Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Therese? Claim Your ProfileTherese Rodriguez is a financial professional with PFS Investments Inc. Therese is registered with the state of Maryland and has been in the financial industry since 2017. Therese is licensed to offer investment company products/variable contracts, and she holds the Series 6 securities license.
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
WI
01/19/2018 - Present
PFS Investments Inc. (MADISON WI)
VA
12/12/2017 - 12/31/2017
PFS INVESTMENTS INC. (HERNDON VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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