Unclaimed
Valerie Suares is a financial professional registered with PFS Investments Inc. Valerie has been in the industry for over 8 years and is registered in Florida. Valerie's area of expertise is in Investment Company Products/Variable Contracts and has passed the SIE and Series 6 exams.
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
09/23/2015 - Present
PFS Investments Inc. (PORT CHARLOTTE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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