Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Holser hijos is a financial advisor associated with PFS Investments Inc. Wendy has been in the financial industry since 2006, and is currently located in Delmar, NY. Wendy holds a Series 63 and Series 6 licenses.
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
NY
01/02/2020 - Present
PFS Investments Inc. (DELMAR NY)
NY
12/13/2011 - 07/08/2014
PFS INVESTMENTS INC. (CLIFTON PARK NY)
NY
03/06/2006 - 12/31/2010
PFS INVESTMENTS INC. (CLIFTON PARK NY)
BC
Issued 08/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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