Unclaimed
Alice Webb is a registered representative of PFS Investments Inc. Alice is a financial professional with over seven years of experience in the financial services industry. Alice has a Series 6, Series 26 and Series 63 licenses, and holds a SIE exam certification. Alice is licensed to provide investment advice and securities in Arizona, Arkansas, California, Minnesota, Mississippi, New York, Oklahoma, Texas, Utah, Virginia, and Washington. Alice's areas of expertise include investment planning, retirement planning, and college savings plans. Alice is dedicated to helping individuals and families achieve 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.
1
2
TX
04/26/2016 - Present
PFS Investments Inc. (FORT WORTH TX)
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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