Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela J. Simon is a financial advisor with PFS Investments Inc. Angela has over 20 years of experience in the industry and has a Series 6, 26, and 63 licenses. Angela's primary area of expertise is providing investment advice to individuals and businesses. Angela is registered with the state of Wisconsin.
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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WI
11/03/2017 - Present
PFS Investments Inc. (OSHKOSH WI)
GA
06/29/1998 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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