Unclaimed
Angela Marie Kaptur is a registered representative at PFS Investments Inc. located in Rochester Hills, MI. Angela has been in the financial industry since 2015, and is currently registered with the state of Michigan. Angela holds the Series 6, Series 6TO, and Series 63 securities licenses, as well as the SIE exam. She is experienced in providing portfolio management for individuals. Angela is dedicated to helping her clients reach their financial goals.
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
MI
01/23/2019 - Present
PFS Investments Inc. (ROCHESTER HILLS MI)
MI
01/06/2016 - 12/23/2016
PFS INVESTMENTS INC. (AUBURN HILLS MI)
MI
11/06/2015 - 12/31/2015
PFS INVESTMENTS INC. (AUBURN HILLS MI)
BC
Issued 01/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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