Unclaimed
Amelia Strutz is a registered representative with PFS Investments Inc., and is currently located in San Jose, CA. Amelia is a licensed securities professional with expertise in investment company products and variable contracts, as evidenced by her Series 6 and Series 63 licenses. With over eight years in the industry, Amelia's experience allows her to provide comprehensive financial advice and guidance to individuals. Her expertise extends to investment company products, variable contracts, and investment strategies.
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
CA
04/16/2015 - Present
PFS Investments Inc. (SAN JOSE CA)
BC
Issued 04/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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