Unclaimed
Anita Skipper is a financial advisor at PFS Investments Inc. Anita has been in the industry since 2015, and has a strong background in investment products, including variable contracts. She holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE. Anita is licensed in Alabama, Colorado, Florida, Indiana, Maryland, New Mexico, North Carolina, Texas and Virginia. Anita specializes in portfolio management for individuals. She also provides financial planning services.
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
TX
01/27/2020 - Present
PFS Investments Inc. (ALLEN TX)
TX
11/25/2015 - 12/31/2019
PFS INVESTMENTS INC. (ALLEN TX)
BC
Issued 11/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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