Unclaimed
Angele Gerten is an investment advisor representative at PFS Investments Inc., a firm headquartered in Duluth, Georgia. Angele Gerten has been in the industry since 2016 and specializes in securities, financial planning, and portfolio management. Angele Gerten is registered with the state of South Carolina as an Investment Adviser Representative and has passed the Series 6, Series 63, Series 26 and Series 65 exams. Angele Gerten also holds a current registration in Florida, Georgia, Idaho, Maryland, Michigan, Minnesota, New York, Pennsylvania, South Carolina, Texas, Virginia, and Washington.
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.
1
2
SC
06/28/2021 - Present
PFS Investments Inc. (Goose Creek SC)
IA
Issued 06/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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