Unclaimed
Ann marie George medford is a registered representative of PFS Investments Inc., a company registered with the SEC as an investment advisor. Ann marie has been in the securities industry since May 19, 2008, and has passed the Series 6, Series 63 and SIE exams. Ann marie has worked with PFS Investments Inc. since 2007 and is currently registered with the state of New York as an investment advisor representative. Ann marie is also registered with the states of New Jersey and North Carolina as a broker. Ann marie may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products.
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
NY
08/03/2021 - Present
PFS Investments Inc. (NEW YORK NY)
NY
12/20/2007 - 03/21/2018
PFS INVESTMENTS INC. (NEW YORK NY)
BC
Issued 01/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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