Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yeimy? Claim Your ProfileYeimy Rosario is a financial advisor with PFS Investments Inc. Yeimy has been working in the securities industry since 2005, and is registered to provide investment advice in Connecticut, Florida, Massachusetts, New Jersey and New York. Yeimy specializes in investment company products and variable contracts. She is registered with FINRA, Series 6 and Series 26.
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
06/02/2005 - Present
PFS Investments Inc. (BRONX NY)
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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