Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Phillips is an Investment Advisor Representative for PFS Investments Inc., a firm with over 8 billion dollars in assets under management. Veronica has passed the Series 63, Series 6TO, and SIE examinations, demonstrating her knowledge of securities laws and regulations. She is registered to conduct business in California, Hawaii and Texas. Veronica specializes in portfolio management for individuals and offers her clients a variety of investment services and financial planning advice.
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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TX
02/05/2024 - Present
PFS Investments Inc. (KILLEEN TX)
BC
Issued 03/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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