Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wisley? Claim Your ProfileWisley Bocourt-rivero is a financial professional with over 11 years of experience in the industry. Wisley currently works at PFS Investments Inc. and is a registered representative. Wisley is registered in seven states, including California, Delaware, Florida, New Jersey, New York, North Carolina, and Pennsylvania. Wisley holds a Series 6, Series 26, Series 63, and SIE licenses. Wisley specializes in providing portfolio management for individuals and has a strong track record of success in helping clients reach their financial goals.
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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NJ
01/22/2014 - Present
PFS Investments Inc. (OAKLAND NJ)
NJ
03/05/2012 - 12/31/2013
PFS INVESTMENTS INC. (PARAMUS NJ)
BC
Issued 07/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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