Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wincey? Claim Your ProfileWincey Terry is a financial advisor with PFS Investments Inc. who has been in the industry since 2018. Wincey has a Series 6 and Series 63 license, and is registered to sell securities in New Jersey and the District of Columbia. Wincey focuses on providing portfolio management for individuals.
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
NJ
04/09/2019 - Present
PFS Investments Inc. (UNION NJ)
NJ
08/28/2018 - 12/31/2018
PFS INVESTMENTS INC. (UNION NJ)
BC
Issued 07/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wincey Terry is the right advisor for you? Invested Better is here to help.
