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Octeon Vernay Kelly is a financial advisor professional located in Davie, FL. They specialize in financial advisory. With over 38 years of experience, they bring deep expertise to every client.
Octeon Vernay Kelly - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Octeon Vernay Kelly operates Pfs Investments Inc., a financial advisory firm based in Davie, Florida. With 38 years in the financial services industry, Kelly brings substantial experience to client relationships. The firm holds a FINRA CRD license number 1724581, which enables participation in securities markets and investment advisory services. Clients working with this firm can expect guidance informed by decades of market experience and regulatory compliance standards.
A FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, the primary regulator overseeing securities firms and investment professionals. This registration requires background checks, compliance training, and adherence to strict ethical and operational standards. Professionals holding this license are authorized to offer investment advice and execute securities transactions. The CRD system maintains detailed records of the licensee's qualifications, disciplinary history, and regulatory standing, which investors can access to verify credentials and review any regulatory actions.