Unclaimed
Andrea Deepe is a financial advisor registered with PFS Investments Inc.. Andrea has been in the financial industry since January 10, 2017. Andrea is registered in Colorado as an Investment Advisor Representative (IAR) and holds the Series 6 and Series 65 securities licenses. Andrea is also registered as a Broker-Dealer (B-D) in Colorado. Andrea offers investment advisory services, including portfolio management for individuals. PFS Investments Inc. is a financial services firm headquartered in Duluth, Georgia. The firm provides financial products and services to individuals, businesses, and institutions. PFS Investments Inc. has approximately 59,808 client accounts with $8.5 billion in assets under management.
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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CO
01/01/2025 - Present
PFS Investments Inc. (Loveland CO)
IA
Issued 10/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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