Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alma? Claim Your ProfileAlma Jean Grassmid is a registered investment advisor representative with PFS Investments Inc. Alma has been in the financial services industry for over 30 years and holds a Series 63 and 65 license. Alma can assist clients with financial planning and portfolio management. She provides services to a variety of clients, including individuals, businesses, and charitable organizations. Alma is committed to providing her clients with personalized advice and service.
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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MI
11/03/2011 - Present
PFS Investments Inc. (ZEELAND MI)
IA
Issued 10/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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