Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valencia? Claim Your ProfileValencia Annette Green is a financial professional with over 26 years of experience in the industry. Valencia is currently registered with PFS Investments Inc. and holds Series 6 and Series 63 licenses. Valencia has worked in the financial industry since September 1996. Valencia is registered in North Carolina. Valencia specializes in helping individuals develop and implement their financial goals. Valencia is committed to providing personalized financial advice and guidance to her clients.
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
AR
09/26/1996 - Present
PFS Investments Inc. (OSCEOLA AR)
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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