Unclaimed
Zelon Modeste is a financial advisor with PFS Investments Inc., registered in New York. Zelon's professional certifications include Series 63, Series 6TO and SIE. Zelon has been in the financial services industry since July 2024.
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
NY
07/23/2024 - Present
PFS Investments Inc. (NYC NY)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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