Unclaimed
Tracy Maile Rodrigues is a registered representative with PFS Investments Inc. based in Chandler, AZ. Tracy has been in the financial industry since 2011 and has a Series 6, Series 26 and Series 63 license. Tracy has specialized in investment company products. Prior to joining PFS Investments Inc., Tracy worked for the firm in Duluth, GA.
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
AZ
11/08/2016 - Present
PFS Investments Inc. (CHANDLER AZ)
GA
07/25/1994 - 03/29/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tracy Rodrigues is the right advisor for you? Invested Better is here to help.