Unclaimed
Amy Messmer is a financial professional registered with PFS Investments Inc. in Lombard, IL. Amy has been in the industry since October 12, 2009. Amy is licensed to provide financial advice in Florida and Indiana. Amy's areas of specialization include investment company products.
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
IL
10/12/2009 - Present
PFS Investments Inc. (LOMBARD IL)
BC
Issued 10/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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