Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Pacheco is a registered representative with PFS Investments Inc., a firm with a strong reputation for providing personalized investment guidance. Wendy has a Series 6, Series 63, and Series SIE license. Wendy is dedicated to helping her clients reach their financial goals and has over 3 years of experience in the financial industry. Wendy is licensed to provide investment advice in Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, and Rhode Island.
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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NY
07/26/2021 - Present
PFS Investments Inc. (BRONX NY)
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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