Unclaimed
Wendy Treveline Benjamin is a registered representative with PFS Investments Inc. Wendy has been in the financial industry since 2006. Wendy is registered in 5 states, including Georgia, New Jersey, New York, North Carolina, and Texas.
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
NJ
09/04/2006 - Present
PFS Investments Inc. (EDISON NJ)
BC
Issued 06/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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